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 9-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 | $7,291 | $85,766-91.5% | $136,294-94.7% | $70,131-89.6% |
| Participation rate | 90.0% | 74.2%+15.8pp | 81.9%+8.1pp | 69.5%+20.5pp |
| Annual return | 0.00% | 31.45%-31.5pp | 5155.94%-5155.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $2,170 | $2,966-26.8% | $4,695-53.8% | $2,342-7.4% |
| Participant deferral / active EE | $4,167 | $5,051-17.5% | $6,247-33.3% | $3,332+25.1% |
| Admin fee / account holder | $10 | $5,420-99.8% | $9,243-99.9% | $4,645-99.8% |