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 | $3,149 | $135,635-97.7% | $110,238-97.1% | $135,375-97.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 0.00% | 513.19%-513.2pp | 314.74%-314.7pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,163 | $4,906-76.3% | $3,826-69.6% | $4,779-75.7% |
| Participant deferral / active EE | $2,480 | $5,506-55.0% | $4,672-46.9% | $5,609-55.8% |
| Admin fee / account holder | $39 | $11,457-99.7% | $8,547-99.5% | $10,827-99.6% |