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 6-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 | $7,515 | $115,770-93.5% | $101,248-92.6% | $158,922-95.3% |
| Participation rate | 93.3% | 79.4%+14.0pp | 75.8%+17.5pp | 82.0%+11.4pp |
| Annual return | 0.00% | 56.14%-56.1pp | 46.47%-46.5pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,081 | $4,175-50.2% | $3,660-43.1% | $4,761-56.3% |
| Participant deferral / active EE | $3,342 | $4,957-32.6% | $4,370-23.5% | $5,982-44.1% |
| Admin fee / account holder | $35 | $7,245-99.5% | $5,945-99.4% | $11,246-99.7% |