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 6-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 | $10,009 | $209,832-95.2% | $189,513-94.7% | $167,490-94.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 748.27%-748.3pp | 555.15%-555.2pp | 478.56%-478.6pp |
| Employer contribution / active EE | $3,557 | $6,914-48.5% | $6,162-42.3% | $4,837-26.5% |
| Participant deferral / active EE | $6,015 | $8,935-32.7% | $8,221-26.8% | $6,341-5.1% |
| Admin fee / account holder | $269 | $14,293-98.1% | $12,045-97.8% | $12,309-97.8% |