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 | $6,610 | $56,199-88.2% | $67,652-90.2% | $59,632-88.9% |
| Participation rate | 90.7% | 71.5%+19.2pp | 75.7%+15.0pp | 68.7%+22.0pp |
| Annual return | 0.00% | 18505.31%-18505.3pp | 6625.04%-6625.0pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $562 | $1,614-65.2% | $2,266-75.2% | $2,203-74.5% |
| Participant deferral / active EE | $5,576 | $2,844+96.1% | $3,560+56.6% | $3,192+74.7% |
| Admin fee / account holder | $52 | $3,958-98.7% | $4,821-98.9% | $4,297-98.8% |