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 | $2,444 | $121,625-98.0% | $104,607-97.7% | $158,922-98.5% |
| Participation rate | 85.7% | 77.5%+8.2pp | 74.1%+11.6pp | 82.0%+3.8pp |
| Annual return | 0.00% | 465.26%-465.3pp | 340.46%-340.5pp | 302.83%-302.8pp |
| Employer contribution / active EE | $498 | $3,163-84.2% | $2,681-81.4% | $4,761-89.5% |
| Participant deferral / active EE | $1,827 | $4,177-56.3% | $3,740-51.2% | $5,982-69.5% |
| Admin fee / account holder | $99 | $7,787-98.7% | $6,473-98.5% | $11,246-99.1% |