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 | $8,624 | $102,966-91.6% | $90,281-90.4% | $152,861-94.4% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 0.00% | 95.16%-95.2pp | 78.10%-78.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,027 | $3,139-35.4% | $2,854-29.0% | $4,762-57.4% |
| Participant deferral / active EE | $7,962 | $4,281+86.0% | $3,885+104.9% | $5,850+36.1% |
| Admin fee / account holder | $38 | $6,171-99.4% | $5,351-99.3% | $11,596-99.7% |