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 9-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 | $8,178 | $144,119-94.3% | $117,854-93.1% | $147,584-94.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 0.00% | 531.15%-531.1pp | 335.08%-335.1pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,863 | $4,896-41.5% | $3,786-24.4% | $4,876-41.3% |
| Participant deferral / active EE | $4,663 | $5,316-12.3% | $4,482+4.0% | $5,439-14.3% |
| Admin fee / account holder | $22 | $10,886-99.8% | $8,020-99.7% | $10,885-99.8% |