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 | $8,010 | $102,966-92.2% | $90,281-91.1% | $152,861-94.8% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 0.00% | 95.16%-95.2pp | 78.10%-78.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,132 | $3,139-63.9% | $2,854-60.3% | $4,762-76.2% |
| Participant deferral / active EE | $1,561 | $4,281-63.5% | $3,885-59.8% | $5,850-73.3% |
| Admin fee / account holder | $9 | $6,171-99.8% | $5,351-99.8% | $11,596-99.9% |