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 5-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 | $8,211 | $109,817-92.5% | $98,442-91.7% | $167,490-95.1% |
| Participation rate | 85.7% | 75.8%+9.9pp | 73.3%+12.4pp | 82.1%+3.6pp |
| Annual return | 0.00% | 1956.69%-1956.7pp | 1492.73%-1492.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,899 | $3,224-10.1% | $2,960-2.0% | $4,837-40.1% |
| Participant deferral / active EE | $6,176 | $4,673+32.1% | $4,276+44.4% | $6,341-2.6% |
| Admin fee / account holder | $10 | $6,753-99.9% | $5,949-99.8% | $12,309-99.9% |