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 | $7,785 | $138,065-94.4% | $123,544-93.7% | $135,375-94.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.00% | 153.68%-153.7pp | 119.20%-119.2pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,871 | $5,151-63.7% | $4,628-59.6% | $4,779-60.9% |
| Participant deferral / active EE | $6,167 | $6,799-9.3% | $6,426-4.0% | $5,609+9.9% |
| Admin fee / account holder | $26 | $10,916-99.8% | $9,284-99.7% | $10,827-99.8% |