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 3-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 | $8,118 | $102,604-92.1% | $86,188-90.6% | $139,434-94.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 1922.51%-1922.5pp | 1168.45%-1168.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,713 | $3,032-43.5% | $2,380-28.0% | $4,751-63.9% |
| Participant deferral / active EE | $5,773 | $4,676+23.5% | $3,985+44.8% | $6,710-14.0% |
| Admin fee / account holder | $9 | $8,657-99.9% | $6,852-99.9% | $11,403-99.9% |