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 | $6,101 | $150,440-95.9% | $136,294-95.5% | $147,584-95.9% |
| Participation rate | 93.8% | 84.4%+9.3pp | 81.9%+11.8pp | 82.8%+10.9pp |
| Annual return | 0.00% | 1049.08%-1049.1pp | 5155.94%-5155.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,725 | $5,256-67.2% | $4,695-63.3% | $4,876-64.6% |
| Participant deferral / active EE | $4,135 | $6,630-37.6% | $6,247-33.8% | $5,439-24.0% |
| Admin fee / account holder | $159 | $10,905-98.5% | $9,243-98.3% | $10,885-98.5% |