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 | $1,845 | $77,419-97.6% | $69,455-97.3% | $152,861-98.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 0.00% | 39.06%-39.1pp | 28.97%-29.0pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,031 | $3,315-68.9% | $2,779-62.9% | $4,762-78.4% |
| Participant deferral / active EE | $1,614 | $4,414-63.4% | $3,535-54.3% | $5,850-72.4% |
| Admin fee / account holder | $54 | $6,207-99.1% | $3,839-98.6% | $11,596-99.5% |