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 | $1,059 | $99,020-98.9% | $86,590-98.8% | $147,584-99.3% |
| Participation rate | 77.8% | 76.3%+1.4pp | 73.5%+4.2pp | 82.8%-5.1pp |
| Annual return | 0.00% | 1312.34%-1312.3pp | 964.84%-964.8pp | 578.55%-578.5pp |
| Employer contribution / active EE | $268 | $3,132-91.5% | $2,839-90.6% | $4,876-94.5% |
| Participant deferral / active EE | $734 | $3,972-81.5% | $3,609-79.7% | $5,439-86.5% |
| Admin fee / account holder | $115 | $5,710-98.0% | $4,906-97.7% | $10,885-98.9% |