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 10-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 | $4,891 | $150,440-96.7% | $136,294-96.4% | $147,584-96.7% |
| Participation rate | 94.1% | 84.4%+9.7pp | 81.9%+12.2pp | 82.8%+11.3pp |
| Annual return | 0.00% | 1049.08%-1049.1pp | 5155.94%-5155.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,030 | $5,256-61.4% | $4,695-56.8% | $4,876-58.4% |
| Participant deferral / active EE | $2,471 | $6,630-62.7% | $6,247-60.5% | $5,439-54.6% |
| Admin fee / account holder | $193 | $10,905-98.2% | $9,243-97.9% | $10,885-98.2% |