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 | $7,420 | $89,355-91.7% | $141,162-94.7% | $72,985-89.8% |
| Participation rate | 82.1% | 75.1%+7.0pp | 82.5%-0.3pp | 69.5%+12.7pp |
| Annual return | 0.00% | 111.85%-111.8pp | 71.39%-71.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $706 | $3,114-77.3% | $4,735-85.1% | $2,440-71.1% |
| Participant deferral / active EE | $5,132 | $5,418-5.3% | $6,709-23.5% | $3,607+42.3% |
| Admin fee / account holder | $5 | $5,958-99.9% | $10,261-100.0% | $5,124-99.9% |