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 | $2,585 | $92,222-97.2% | $76,768-96.6% | $135,375-98.1% |
| Participation rate | 95.5% | 79.8%+15.7pp | 77.0%+18.5pp | 82.6%+12.8pp |
| Annual return | 0.00% | 5.46%-5.5pp | 2.43%-2.4pp | 519.73%-519.7pp |
| Employer contribution / active EE | $819 | $3,216-74.5% | $2,485-67.0% | $4,779-82.9% |
| Participant deferral / active EE | $2,047 | $4,509-54.6% | $3,852-46.9% | $5,609-63.5% |
| Admin fee / account holder | $10 | $10,748-99.9% | $6,675-99.9% | $10,827-99.9% |