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 8-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 | $11,422 | $105,998-89.2% | $92,233-87.6% | $147,584-92.3% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 0.00% | 50.05%-50.0pp | 176.28%-176.3pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,308 | $4,333-69.8% | $3,679-64.5% | $4,876-73.2% |
| Participant deferral / active EE | $9,239 | $4,478+106.3% | $3,897+137.1% | $5,439+69.9% |
| Admin fee / account holder | $53 | $6,332-99.2% | $5,194-99.0% | $10,885-99.5% |