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 10-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 | $9,690 | $101,283-90.4% | $75,826-87.2% | $135,375-92.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | 0.00% | 3384.62%-3384.6pp | 1914.15%-1914.2pp | 519.73%-519.7pp |
| Employer contribution / active EE | $4,785 | $2,382+100.9% | $1,913+150.1% | $4,779+0.1% |
| Participant deferral / active EE | $5,375 | $3,469+54.9% | $2,862+87.8% | $5,609-4.2% |
| Admin fee / account holder | $10 | $6,539-99.8% | $4,726-99.8% | $10,827-99.9% |