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 4-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 | $10,415 | $147,727-92.9% | $115,756-91.0% | $134,475-92.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | 0.00% | 73.96%-74.0pp | 143.14%-143.1pp | 417.96%-418.0pp |
| Employer contribution / active EE | $4,389 | $4,713-6.9% | $3,793+15.7% | $4,740-7.4% |
| Participant deferral / active EE | $11,917 | $7,563+57.6% | $6,254+90.6% | $6,400+86.2% |
| Admin fee / account holder | $7 | $14,571-99.9% | $8,124-99.9% | $11,426-99.9% |