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 | $5,443 | $85,202-93.6% | $172,739-96.8% | $72,985-92.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.84%-802.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,870 | $3,324-43.8% | $5,143-63.6% | $2,440-23.4% |
| Participant deferral / active EE | $3,478 | $3,260+6.7% | $5,198-33.1% | $3,607-3.6% |
| Admin fee / account holder | $72 | $5,884-98.8% | $13,954-99.5% | $5,124-98.6% |