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 | $6,418 | $97,757-93.4% | $83,848-92.3% | $135,375-95.3% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | 0.00% | 1287.37%-1287.4pp | 850.88%-850.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $778 | $4,222-81.6% | $3,631-78.6% | $4,779-83.7% |
| Participant deferral / active EE | $5,135 | $4,682+9.7% | $4,082+25.8% | $5,609-8.4% |
| Admin fee / account holder | $28 | $6,674-99.6% | $5,478-99.5% | $10,827-99.7% |