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 6-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 | $2,785 | $37,426-92.6% | $77,482-96.4% | $79,858-96.5% |
| Participation rate | 98.3% | 41.5%+56.8pp | 54.2%+44.1pp | 69.6%+28.7pp |
| Annual return | 0.00% | 39.70%-39.7pp | 54.79%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $2,106 | $637+230.7% | $986+113.5% | $2,471-14.8% |
| Participant deferral / active EE | $1,085 | $1,260-13.9% | $1,861-41.7% | $3,740-71.0% |
| Admin fee / account holder | $3 | $2,504-99.9% | $2,858-99.9% | $5,306-99.9% |