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 7-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 | $12,834 | $152,861-91.6% | $16,660-23.0% | $152,861-91.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 43.9%+56.1pp | 82.4%+17.6pp |
| Annual return | 0.00% | 345.32%-345.3pp | 24.11%-24.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,974 | $4,762-58.5% | $12,689-84.4% | $4,762-58.5% |
| Participant deferral / active EE | $10,179 | $5,850+74.0% | $3,190+219.1% | $5,850+74.0% |
| Admin fee / account holder | $5 | $11,596-100.0% | $5-1.3% | $11,596-100.0% |