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 6-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 | $6,238 | $112,096-94.4% | $95,952-93.5% | $158,922-96.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 0.00% | 171.09%-171.1pp | 91.61%-91.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,008 | $3,198-37.2% | $2,541-21.0% | $4,761-57.8% |
| Participant deferral / active EE | $3,534 | $4,784-26.1% | $4,167-15.2% | $5,982-40.9% |
| Admin fee / account holder | $15 | $10,130-99.9% | $6,795-99.8% | $11,246-99.9% |