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 | $2,541 | $165,912-98.5% | $122,332-97.9% | $147,584-98.3% |
| Participation rate | 75.0% | 79.6%-4.6pp | 71.6%+3.4pp | 82.8%-7.8pp |
| Annual return | 0.00% | 34.55%-34.6pp | 30.27%-30.3pp | 578.55%-578.5pp |
| Employer contribution / active EE | $737 | $5,754-87.2% | $4,050-81.8% | $4,876-84.9% |
| Participant deferral / active EE | $1,138 | $4,005-71.6% | $3,287-65.4% | $5,439-79.1% |
| Admin fee / account holder | $6 | $7,424-99.9% | $5,478-99.9% | $10,885-99.9% |