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 | $7,546 | $97,757-92.3% | $83,848-91.0% | $135,375-94.4% |
| Participation rate | 73.7% | 80.0%-6.3pp | 76.1%-2.5pp | 82.6%-9.0pp |
| Annual return | 0.00% | 1287.37%-1287.4pp | 850.88%-850.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,879 | $4,222-55.5% | $3,631-48.2% | $4,779-60.7% |
| Participant deferral / active EE | $4,219 | $4,682-9.9% | $4,082+3.4% | $5,609-24.8% |
| Admin fee / account holder | $45 | $6,674-99.3% | $5,478-99.2% | $10,827-99.6% |