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 5-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 | $8,113 | $121,625-93.3% | $104,607-92.2% | $158,922-94.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 0.00% | 465.26%-465.3pp | 340.46%-340.5pp | 302.83%-302.8pp |
| Employer contribution / active EE | $3,132 | $3,163-1.0% | $2,681+16.9% | $4,761-34.2% |
| Participant deferral / active EE | $4,640 | $4,177+11.1% | $3,740+24.1% | $5,982-22.4% |
| Admin fee / account holder | $18 | $7,787-99.8% | $6,473-99.7% | $11,246-99.8% |