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 | $1,460 | $50,082-97.1% | $93,406-98.4% | $79,858-98.2% |
| Participation rate | 73.5% | 60.9%+12.6pp | 66.8%+6.7pp | 69.6%+3.9pp |
| Annual return | 0.00% | 24.59%-24.6pp | 78.05%-78.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $195 | $1,303-85.1% | $2,075-90.6% | $2,471-92.1% |
| Participant deferral / active EE | $875 | $2,212-60.4% | $3,126-72.0% | $3,740-76.6% |
| Admin fee / account holder | $0 | $3,454-100.0% | $5,230-100.0% | $5,306-100.0% |