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 | $4,546 | $100,041-95.5% | $149,718-97.0% | $70,131-93.5% |
| Participation rate | 72.6% | 83.6%-11.0pp | 87.1%-14.5pp | 69.5%+3.1pp |
| Annual return | 0.00% | 27.43%-27.4pp | 1501.63%-1501.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,236 | $4,983-35.0% | $6,569-50.7% | $3,332-2.9% |
| Admin fee / account holder | $86 | $8,286-99.0% | $11,283-99.2% | $4,645-98.2% |