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 7-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 | $13,701 | $107,334-87.2% | $92,893-85.3% | $152,861-91.0% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 0.00% | 145.58%-145.6pp | 109.41%-109.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,325 | $4,221-68.6% | $3,653-63.7% | $4,762-72.2% |
| Participant deferral / active EE | $8,889 | $4,845+83.5% | $4,236+109.8% | $5,850+51.9% |
| Admin fee / account holder | $74 | $7,079-99.0% | $5,794-98.7% | $11,596-99.4% |