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 | $7,074 | $63,346-88.8% | $92,233-92.3% | $70,131-89.9% |
| Participation rate | 85.7% | 68.7%+17.0pp | 76.5%+9.2pp | 69.5%+16.2pp |
| Annual return | 0.00% | 530.12%-530.1pp | 176.28%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,825 | $2,471-26.1% | $3,679-50.4% | $2,342-22.1% |
| Participant deferral / active EE | $1,961 | $2,854-31.3% | $3,897-49.7% | $3,332-41.2% |
| Admin fee / account holder | $17 | $3,840-99.6% | $5,194-99.7% | $4,645-99.6% |