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 10-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 | $9,178 | $121,625-92.5% | $104,607-91.2% | $158,922-94.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 0.00% | 465.26%-465.3pp | 340.46%-340.5pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,737 | $3,163-45.1% | $2,681-35.2% | $4,761-63.5% |
| Participant deferral / active EE | $6,324 | $4,177+51.4% | $3,740+69.1% | $5,982+5.7% |
| Admin fee / account holder | $116 | $7,787-98.5% | $6,473-98.2% | $11,246-99.0% |