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 | $11,242 | $107,334-89.5% | $92,893-87.9% | $152,861-92.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 0.00% | 145.58%-145.6pp | 109.41%-109.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,770 | $4,221-58.1% | $3,653-51.5% | $4,762-62.8% |
| Participant deferral / active EE | $9,182 | $4,845+89.5% | $4,236+116.7% | $5,850+56.9% |
| Admin fee / account holder | $28 | $7,079-99.6% | $5,794-99.5% | $11,596-99.8% |