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 9-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 | $2,368 | $107,015-97.8% | $73,545-96.8% | $147,584-98.4% |
| Participation rate | 93.8% | 66.4%+27.4pp | 54.9%+38.8pp | 82.8%+10.9pp |
| Annual return | 0.00% | 38.25%-38.2pp | -15.16%+15.2pp | 578.55%-578.5pp |
| Employer contribution / active EE | $920 | $1,760-47.7% | $1,219-24.5% | $4,876-81.1% |
| Participant deferral / active EE | $1,979 | $2,462-19.6% | $1,806+9.6% | $5,439-63.6% |
| Admin fee / account holder | $4 | $3,055-99.9% | $2,320-99.8% | $10,885-100.0% |