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 | $7,933 | $104,106-92.4% | $71,086-88.8% | $135,375-94.1% |
| Participation rate | 71.4% | 65.7%+5.8pp | 54.7%+16.8pp | 82.6%-11.2pp |
| Annual return | 0.00% | 1256.30%-1256.3pp | 650.59%-650.6pp | 519.73%-519.7pp |
| Employer contribution / active EE | $644 | $1,485-56.6% | $1,088-40.8% | $4,779-86.5% |
| Participant deferral / active EE | $5,481 | $2,527+116.9% | $1,874+192.4% | $5,609-2.3% |
| Admin fee / account holder | $20 | $4,142-99.5% | $3,082-99.4% | $10,827-99.8% |