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 4-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 | $2,543 | $99,640-97.4% | $86,436-97.1% | $134,475-98.1% |
| Participation rate | 71.4% | 82.0%-10.6pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | 0.00% | 6782.58%-6782.6pp | 4394.89%-4394.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,693 | $4,400-61.5% | $3,769-55.1% | $4,740-64.3% |
| Participant deferral / active EE | $2,749 | $7,246-62.1% | $6,952-60.5% | $6,400-57.0% |
| Admin fee / account holder | $150 | $8,371-98.2% | $6,731-97.8% | $11,426-98.7% |