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 | $1,619 | $108,172-98.5% | $77,482-97.9% | $158,922-99.0% |
| Participation rate | 94.1% | 64.4%+29.7pp | 54.2%+39.9pp | 82.0%+12.2pp |
| Annual return | 0.00% | 31.67%-31.7pp | 54.79%-54.8pp | 302.83%-302.8pp |
| Employer contribution / active EE | $685 | $1,325-48.3% | $986-30.5% | $4,761-85.6% |
| Participant deferral / active EE | $685 | $2,456-72.1% | $1,861-63.2% | $5,982-88.5% |
| Admin fee / account holder | $37 | $3,708-99.0% | $2,858-98.7% | $11,246-99.7% |