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 8-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 | $6,048 | $63,346-90.5% | $92,233-93.4% | $70,131-91.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 0.00% | 530.12%-530.1pp | 176.28%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $2,127 | $2,471-13.9% | $3,679-42.2% | $2,342-9.2% |
| Participant deferral / active EE | $3,291 | $2,854+15.3% | $3,897-15.5% | $3,332-1.2% |
| Admin fee / account holder | $99 | $3,840-97.4% | $5,194-98.1% | $4,645-97.9% |