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 | $16,658 | $135,635-87.7% | $110,238-84.9% | $135,375-87.7% |
| Participation rate | 92.9% | 83.5%+9.4pp | 79.8%+13.0pp | 82.6%+10.2pp |
| Annual return | 0.00% | 513.19%-513.2pp | 314.74%-314.7pp | 519.73%-519.7pp |
| Employer contribution / active EE | $2,340 | $4,906-52.3% | $3,826-38.8% | $4,779-51.0% |
| Participant deferral / active EE | $5,308 | $5,506-3.6% | $4,672+13.6% | $5,609-5.4% |
| Admin fee / account holder | $111 | $11,457-99.0% | $8,547-98.7% | $10,827-99.0% |