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 | $6,694 | $89,355-92.5% | $141,162-95.3% | $72,985-90.8% |
| Participation rate | 70.4% | 75.1%-4.7pp | 82.5%-12.1pp | 69.5%+0.9pp |
| Annual return | 0.00% | 111.85%-111.8pp | 71.39%-71.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,657 | $3,114-46.8% | $4,735-65.0% | $2,440-32.1% |
| Participant deferral / active EE | $2,900 | $5,418-46.5% | $6,709-56.8% | $3,607-19.6% |
| Admin fee / account holder | $13 | $5,958-99.8% | $10,261-99.9% | $5,124-99.8% |