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 8-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 | $5,038 | $135,635-96.3% | $110,238-95.4% | $135,375-96.3% |
| Participation rate | 90.9% | 83.5%+7.5pp | 79.8%+11.1pp | 82.6%+8.3pp |
| Annual return | 0.00% | 513.19%-513.2pp | 314.74%-314.7pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,999 | $4,906-59.2% | $3,826-47.7% | $4,779-58.2% |
| Participant deferral / active EE | $2,619 | $5,506-52.4% | $4,672-43.9% | $5,609-53.3% |
| Admin fee / account holder | $21 | $11,457-99.8% | $8,547-99.8% | $10,827-99.8% |