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 5-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 | $4,688 | $124,185-96.2% | $108,410-95.7% | $167,490-97.2% |
| Participation rate | 73.7% | 82.3%-8.6pp | 80.1%-6.4pp | 82.1%-8.4pp |
| Annual return | 0.00% | 1379.64%-1379.6pp | 905.27%-905.3pp | 478.56%-478.6pp |
| Employer contribution / active EE | $747 | $4,187-82.2% | $3,558-79.0% | $4,837-84.6% |
| Participant deferral / active EE | $2,537 | $6,908-63.3% | $6,563-61.3% | $6,341-60.0% |
| Admin fee / account holder | $0 | $9,455-100.0% | $7,295-100.0% | $12,309-100.0% |