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 | $20,408 | $89,355-77.2% | $141,162-85.5% | $72,985-72.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 0.00% | 111.85%-111.8pp | 71.39%-71.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $3,657 | $3,114+17.4% | $4,735-22.8% | $2,440+49.9% |
| Participant deferral / active EE | $8,333 | $5,418+53.8% | $6,709+24.2% | $3,607+131.0% |
| Admin fee / account holder | $82 | $5,958-98.6% | $10,261-99.2% | $5,124-98.4% |