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 4-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 | $2,582 | $106,543-97.6% | $91,220-97.2% | $134,475-98.1% |
| Participation rate | 85.7% | 76.8%+8.9pp | 73.2%+12.5pp | 81.2%+4.5pp |
| Annual return | 0.00% | 160.60%-160.6pp | 114.01%-114.0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $997 | $3,331-70.1% | $2,850-65.0% | $4,740-79.0% |
| Participant deferral / active EE | $1,721 | $4,719-63.5% | $4,234-59.3% | $6,400-73.1% |
| Admin fee / account holder | $69 | $6,231-98.9% | $5,420-98.7% | $11,426-99.4% |