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 | $6,457 | $95,971-93.3% | $74,550-91.3% | $135,375-95.2% |
| Participation rate | 88.9% | 75.7%+13.2pp | 69.1%+19.7pp | 82.6%+6.2pp |
| Annual return | 0.00% | 56.96%-57.0pp | 32.53%-32.5pp | 519.73%-519.7pp |
| Employer contribution / active EE | $2,037 | $2,716-25.0% | $1,961+3.9% | $4,779-57.4% |
| Participant deferral / active EE | $4,461 | $3,843+16.1% | $3,108+43.5% | $5,609-20.5% |
| Admin fee / account holder | $6 | $6,522-99.9% | $5,060-99.9% | $10,827-99.9% |