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 | $6,465 | $99,640-93.5% | $86,436-92.5% | $134,475-95.2% |
| Participation rate | 80.0% | 82.0%-2.0pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | 0.00% | 6782.58%-6782.6pp | 4394.89%-4394.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,681 | $4,400-61.8% | $3,769-55.4% | $4,740-64.5% |
| Participant deferral / active EE | $2,944 | $7,246-59.4% | $6,952-57.6% | $6,400-54.0% |
| Admin fee / account holder | $96 | $8,371-98.9% | $6,731-98.6% | $11,426-99.2% |