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 | $5,899 | $102,966-94.3% | $90,281-93.5% | $152,861-96.1% |
| Participation rate | 70.8% | 75.9%-5.0pp | 73.3%-2.4pp | 82.4%-11.6pp |
| Annual return | 0.00% | 95.16%-95.2pp | 78.10%-78.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,080 | $3,139-33.7% | $2,854-27.1% | $4,762-56.3% |
| Participant deferral / active EE | $2,256 | $4,281-47.3% | $3,885-41.9% | $5,850-61.4% |
| Admin fee / account holder | $69 | $6,171-98.9% | $5,351-98.7% | $11,596-99.4% |