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 | $4,408 | $104,907-95.8% | $84,611-94.8% | $152,861-97.1% |
| Participation rate | 76.9% | 74.8%+2.1pp | 68.2%+8.7pp | 82.4%-5.5pp |
| Annual return | 0.00% | 373.79%-373.8pp | 258.74%-258.7pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,526 | $3,302-53.8% | $2,652-42.5% | $4,762-68.0% |
| Participant deferral / active EE | $3,501 | $4,688-25.3% | $3,899-10.2% | $5,850-40.2% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |