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 3-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 | $2,040 | $69,207-97.1% | $64,056-96.8% | $139,434-98.5% |
| Participation rate | 83.3% | 75.6%+7.7pp | 72.3%+11.0pp | 80.3%+3.0pp |
| Annual return | 0.00% | 45.88%-45.9pp | 33.69%-33.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,175 | $3,182-63.1% | $2,747-57.2% | $4,751-75.3% |
| Participant deferral / active EE | $1,665 | $4,682-64.4% | $3,880-57.1% | $6,710-75.2% |
| Admin fee / account holder | $1 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |