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 9-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 | $6,636 | $171,865-96.1% | $149,718-95.6% | $147,584-95.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 0.00% | 2113.22%-2113.2pp | 1501.63%-1501.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,880 | $6,275-70.0% | $5,445-65.5% | $4,876-61.4% |
| Participant deferral / active EE | $4,776 | $7,271-34.3% | $6,569-27.3% | $5,439-12.2% |
| Admin fee / account holder | $157 | $13,799-98.9% | $11,283-98.6% | $10,885-98.6% |