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 | $4,495 | $144,119-96.9% | $117,854-96.2% | $147,584-97.0% |
| Participation rate | 88.2% | 83.4%+4.8pp | 79.7%+8.6pp | 82.8%+5.4pp |
| Annual return | 0.00% | 531.15%-531.1pp | 335.08%-335.1pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,065 | $4,896-78.3% | $3,786-71.9% | $4,876-78.2% |
| Participant deferral / active EE | $2,892 | $5,316-45.6% | $4,482-35.5% | $5,439-46.8% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |