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 6-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 | $12,532 | $106,890-88.3% | $84,015-85.1% | $152,861-91.8% |
| Participation rate | 83.3% | 75.2%+8.1pp | 69.0%+14.3pp | 82.4%+0.9pp |
| Annual return | 0.00% | 104.99%-105.0pp | 71.31%-71.3pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,913 | $2,734-30.0% | $1,983-3.5% | $4,762-59.8% |
| Participant deferral / active EE | $5,676 | $4,011+41.5% | $3,239+75.3% | $5,850-3.0% |
| Admin fee / account holder | $6 | $8,285-99.9% | $6,101-99.9% | $11,596-99.9% |