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 | $4,849 | $85,766-94.3% | $136,294-96.4% | $70,131-93.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 0.00% | 31.45%-31.5pp | 5155.94%-5155.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $2,424 | $2,966-18.3% | $4,695-48.4% | $2,342+3.5% |
| Participant deferral / active EE | $2,534 | $5,051-49.8% | $6,247-59.4% | $3,332-23.9% |
| Admin fee / account holder | $1 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |