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 9-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 | $7,528 | $171,865-95.6% | $149,718-95.0% | $147,584-94.9% |
| Participation rate | 71.4% | 88.2%-16.8pp | 87.1%-15.6pp | 82.8%-11.4pp |
| Annual return | 0.00% | 2113.22%-2113.2pp | 1501.63%-1501.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,177 | $6,275-65.3% | $5,445-60.0% | $4,876-55.4% |
| Participant deferral / active EE | $2,858 | $7,271-60.7% | $6,569-56.5% | $5,439-47.5% |
| Admin fee / account holder | $51 | $13,799-99.6% | $11,283-99.5% | $10,885-99.5% |