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 | $3,260 | $77,419-95.8% | $69,455-95.3% | $152,861-97.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 0.00% | 39.06%-39.1pp | 28.97%-29.0pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,306 | $3,315-30.4% | $2,779-17.0% | $4,762-51.6% |
| Participant deferral / active EE | $4,000 | $4,414-9.4% | $3,535+13.1% | $5,850-31.6% |
| Admin fee / account holder | $31 | $6,207-99.5% | $3,839-99.2% | $11,596-99.7% |