See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,080 | $93,346-96.7% | $71,796-95.7% | $273,961-98.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 0.00% | 130.39%-130.4pp | 78.04%-78.0pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,248 | $2,733-54.3% | $1,924-35.1% | $4,869-74.4% |
| Participant deferral / active EE | $1,560 | $3,475-55.1% | $2,794-44.2% | $5,287-70.5% |
| Admin fee / account holder | $6 | $6,571-99.9% | $4,815-99.9% | $10,132-99.9% |