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 | $6,784 | $107,934-93.7% | $91,989-92.6% | $152,861-95.6% |
| Participation rate | 95.2% | 81.2%+14.1pp | 78.6%+16.6pp | 82.4%+12.8pp |
| Annual return | 0.00% | 89.24%-89.2pp | 69.02%-69.0pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,166 | $4,210-72.3% | $3,452-66.2% | $4,762-75.5% |
| Participant deferral / active EE | $4,907 | $6,364-22.9% | $5,923-17.2% | $5,850-16.1% |
| Admin fee / account holder | $52 | $10,520-99.5% | $7,743-99.3% | $11,596-99.6% |