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 5-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 | $4,592 | $109,817-95.8% | $98,442-95.3% | $167,490-97.3% |
| Participation rate | 80.0% | 75.8%+4.2pp | 73.3%+6.7pp | 82.1%-2.1pp |
| Annual return | 0.00% | 1956.69%-1956.7pp | 1492.73%-1492.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $371 | $3,224-88.5% | $2,960-87.5% | $4,837-92.3% |
| Participant deferral / active EE | $3,316 | $4,673-29.0% | $4,276-22.5% | $6,341-47.7% |
| Admin fee / account holder | $41 | $6,753-99.4% | $5,949-99.3% | $12,309-99.7% |