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 | $1,493 | $102,966-98.6% | $90,281-98.3% | $152,861-99.0% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.4%+0.9pp |
| Annual return | 0.00% | 95.16%-95.2pp | 78.10%-78.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $943 | $3,139-70.0% | $2,854-67.0% | $4,762-80.2% |
| Participant deferral / active EE | $1,176 | $4,281-72.5% | $3,885-69.7% | $5,850-79.9% |
| Admin fee / account holder | $7 | $6,171-99.9% | $5,351-99.9% | $11,596-99.9% |