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 | $7,526 | $150,440-95.0% | $136,294-94.5% | $147,584-94.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 0.00% | 1049.08%-1049.1pp | 5155.94%-5155.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $897 | $5,256-82.9% | $4,695-80.9% | $4,876-81.6% |
| Participant deferral / active EE | $5,850 | $6,630-11.8% | $6,247-6.4% | $5,439+7.6% |
| Admin fee / account holder | $50 | $10,905-99.5% | $9,243-99.5% | $10,885-99.5% |