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 | $4,827 | $99,652-95.2% | $78,778-93.9% | $147,584-96.7% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.2%+14.1pp | 82.8%+0.5pp |
| Annual return | 0.00% | 47.28%-47.3pp | 35.62%-35.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $878 | $2,796-68.6% | $1,986-55.8% | $4,876-82.0% |
| Participant deferral / active EE | $1,076 | $3,664-70.6% | $2,958-63.6% | $5,439-80.2% |
| Admin fee / account holder | $10 | $7,155-99.9% | $5,134-99.8% | $10,885-99.9% |