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 | $4,325 | $150,440-97.1% | $136,294-96.8% | $147,584-97.1% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 0.00% | 1049.08%-1049.1pp | 5155.94%-5155.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,105 | $5,256-79.0% | $4,695-76.5% | $4,876-77.3% |
| Participant deferral / active EE | $2,711 | $6,630-59.1% | $6,247-56.6% | $5,439-50.2% |
| Admin fee / account holder | $33 | $10,905-99.7% | $9,243-99.6% | $10,885-99.7% |