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 | $6,769 | $76,000-91.1% | $154,107-95.6% | $64,186-89.5% |
| Participation rate | 86.0% | 70.4%+15.6pp | 83.0%+3.0pp | 69.6%+16.5pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.12%-735.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,124 | $3,351-66.5% | $5,298-78.8% | $2,381-52.8% |
| Participant deferral / active EE | $2,529 | $3,175-20.3% | $5,081-50.2% | $3,470-27.1% |
| Admin fee / account holder | $106 | $5,596-98.1% | $13,411-99.2% | $4,888-97.8% |