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 | $10,183 | $150,440-93.2% | $136,294-92.5% | $147,584-93.1% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 0.00% | 1049.08%-1049.1pp | 5155.94%-5155.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,819 | $5,256-46.4% | $4,695-40.0% | $4,876-42.2% |
| Participant deferral / active EE | $5,723 | $6,630-13.7% | $6,247-8.4% | $5,439+5.2% |
| Admin fee / account holder | $174 | $10,905-98.4% | $9,243-98.1% | $10,885-98.4% |