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 7-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 | $1,682 | $107,791-98.4% | $90,645-98.1% | $135,375-98.8% |
| Participation rate | 81.8% | 78.0%+3.8pp | 74.0%+7.8pp | 82.6%-0.8pp |
| Annual return | 0.00% | -0.90%+0.9pp | 1.88%-1.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $665 | $3,018-78.0% | $2,532-73.7% | $4,779-86.1% |
| Participant deferral / active EE | $1,459 | $3,872-62.3% | $3,425-57.4% | $5,609-74.0% |
| Admin fee / account holder | $4 | $5,930-99.9% | $4,994-99.9% | $10,827-100.0% |