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 | $8,957 | $106,890-91.6% | $84,015-89.3% | $152,861-94.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 0.00% | 104.99%-105.0pp | 71.31%-71.3pp | 345.32%-345.3pp |
| Employer contribution / active EE | $3,110 | $2,734+13.7% | $1,983+56.8% | $4,762-34.7% |
| Participant deferral / active EE | $9,614 | $4,011+139.7% | $3,239+196.9% | $5,850+64.3% |
| Admin fee / account holder | $258 | $8,285-96.9% | $6,101-95.8% | $11,596-97.8% |