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 | $7,024 | $73,515-90.4% | $62,995-88.8% | $147,584-95.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 0.00% | 175.43%-175.4pp | 87.57%-87.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $465 | $3,320-86.0% | $2,759-83.1% | $4,876-90.5% |
| Participant deferral / active EE | $5,131 | $4,185+22.6% | $3,329+54.1% | $5,439-5.7% |
| Admin fee / account holder | $10 | $5,953-99.8% | $3,600-99.7% | $10,885-99.9% |