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 | $4,092 | $102,966-96.0% | $90,281-95.5% | $152,861-97.3% |
| Participation rate | 73.3% | 75.9%-2.5pp | 73.3%+0.1pp | 82.4%-9.1pp |
| Annual return | 0.00% | 95.16%-95.2pp | 78.10%-78.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,365 | $3,139-56.5% | $2,854-52.2% | $4,762-71.3% |
| Participant deferral / active EE | $2,286 | $4,281-46.6% | $3,885-41.2% | $5,850-60.9% |
| Admin fee / account holder | $27 | $6,171-99.6% | $5,351-99.5% | $11,596-99.8% |