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 5-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 | $4,810 | $109,817-95.6% | $98,442-95.1% | $167,490-97.1% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 0.00% | 1956.69%-1956.7pp | 1492.73%-1492.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,994 | $3,224-38.1% | $2,960-32.6% | $4,837-58.8% |
| Participant deferral / active EE | $2,700 | $4,673-42.2% | $4,276-36.9% | $6,341-57.4% |
| Admin fee / account holder | $6 | $6,753-99.9% | $5,949-99.9% | $12,309-100.0% |