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 3-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 | $3,088 | $96,305-96.8% | $80,569-96.2% | $139,434-97.8% |
| Participation rate | 94.4% | 73.6%+20.8pp | 67.0%+27.4pp | 80.3%+14.1pp |
| Annual return | 0.00% | 1350.08%-1350.1pp | 935.43%-935.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,076 | $3,262-67.0% | $2,723-60.5% | $4,751-77.3% |
| Participant deferral / active EE | $1,799 | $5,232-65.6% | $4,447-59.5% | $6,710-73.2% |
| Admin fee / account holder | $1 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |