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 7-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 | $7,949 | $202,318-96.1% | $172,739-95.4% | $152,861-94.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 0.00% | 1029.65%-1029.7pp | 802.84%-802.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,932 | $5,856-67.0% | $5,143-62.4% | $4,762-59.4% |
| Participant deferral / active EE | $6,391 | $5,948+7.4% | $5,198+23.0% | $5,850+9.2% |
| Admin fee / account holder | $15 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |