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 | $6,282 | $180,449-96.5% | $154,107-95.9% | $135,375-95.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.00% | 888.09%-888.1pp | 735.12%-735.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $3,750 | $6,035-37.9% | $5,298-29.2% | $4,779-21.5% |
| Participant deferral / active EE | $3,554 | $5,806-38.8% | $5,081-30.1% | $5,609-36.6% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |