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 | $6,513 | $107,334-93.9% | $92,893-93.0% | $152,861-95.7% |
| Participation rate | 91.7% | 79.8%+11.9pp | 76.0%+15.7pp | 82.4%+9.2pp |
| Annual return | 0.00% | 145.58%-145.6pp | 109.41%-109.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,440 | $4,221-65.9% | $3,653-60.6% | $4,762-69.8% |
| Participant deferral / active EE | $4,222 | $4,845-12.9% | $4,236-0.3% | $5,850-27.8% |
| Admin fee / account holder | $47 | $7,079-99.3% | $5,794-99.2% | $11,596-99.6% |