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 | $8,140 | $104,106-92.2% | $71,086-88.5% | $135,375-94.0% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | 0.00% | 1256.30%-1256.3pp | 650.59%-650.6pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,409 | $1,485-5.1% | $1,088+29.5% | $4,779-70.5% |
| Participant deferral / active EE | $8,807 | $2,527+248.5% | $1,874+369.9% | $5,609+57.0% |
| Admin fee / account holder | $69 | $4,142-98.3% | $3,082-97.8% | $10,827-99.4% |