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 | $7,941 | $102,966-92.3% | $90,281-91.2% | $152,861-94.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 0.00% | 95.16%-95.2pp | 78.10%-78.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,901 | $3,139-7.6% | $2,854+1.6% | $4,762-39.1% |
| Participant deferral / active EE | $4,374 | $4,281+2.2% | $3,885+12.6% | $5,850-25.2% |
| Admin fee / account holder | $31 | $6,171-99.5% | $5,351-99.4% | $11,596-99.7% |