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 | $3,688 | $69,518-94.7% | $59,878-93.8% | $135,375-97.3% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.7%+12.8pp | 82.6%+4.9pp |
| Annual return | 0.00% | 7.94%-7.9pp | 3.46%-3.5pp | 519.73%-519.7pp |
| Employer contribution / active EE | $771 | $3,235-76.2% | $2,722-71.7% | $4,779-83.9% |
| Participant deferral / active EE | $2,467 | $4,206-41.3% | $3,402-27.5% | $5,609-56.0% |
| Admin fee / account holder | $7 | $5,734-99.9% | $3,590-99.8% | $10,827-99.9% |