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 7-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 | $9,305 | $102,966-91.0% | $90,281-89.7% | $152,861-93.9% |
| Participation rate | 84.2% | 75.9%+8.3pp | 73.3%+10.9pp | 82.4%+1.8pp |
| Annual return | 0.00% | 95.16%-95.2pp | 78.10%-78.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,007 | $3,139-67.9% | $2,854-64.7% | $4,762-78.9% |
| Participant deferral / active EE | $2,250 | $4,281-47.4% | $3,885-42.1% | $5,850-61.5% |
| Admin fee / account holder | $52 | $6,171-99.2% | $5,351-99.0% | $11,596-99.6% |