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 | $4,854 | $96,635-95.0% | $86,612-94.4% | $139,434-96.5% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 0.00% | 106.41%-106.4pp | 591.07%-591.1pp | 372.94%-372.9pp |
| Employer contribution / active EE | $492 | $3,263-84.9% | $3,022-83.7% | $4,751-89.6% |
| Participant deferral / active EE | $2,841 | $4,836-41.3% | $4,438-36.0% | $6,710-57.7% |
| Admin fee / account holder | $18 | $6,408-99.7% | $5,614-99.7% | $11,403-99.8% |