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 | $8,000 | $107,334-92.5% | $92,893-91.4% | $152,861-94.8% |
| Participation rate | 93.8% | 79.8%+14.0pp | 76.0%+17.7pp | 82.4%+11.3pp |
| Annual return | 0.00% | 145.58%-145.6pp | 109.41%-109.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,924 | $4,221-54.4% | $3,653-47.3% | $4,762-59.6% |
| Participant deferral / active EE | $5,154 | $4,845+6.4% | $4,236+21.7% | $5,850-11.9% |
| Admin fee / account holder | $50 | $7,079-99.3% | $5,794-99.1% | $11,596-99.6% |