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 | $6,604 | $95,971-93.1% | $74,550-91.1% | $135,375-95.1% |
| Participation rate | 72.7% | 75.7%-2.9pp | 69.1%+3.6pp | 82.6%-9.9pp |
| Annual return | 0.00% | 56.96%-57.0pp | 32.53%-32.5pp | 519.73%-519.7pp |
| Employer contribution / active EE | $763 | $2,716-71.9% | $1,961-61.1% | $4,779-84.0% |
| Participant deferral / active EE | $4,290 | $3,843+11.6% | $3,108+38.0% | $5,609-23.5% |
| Admin fee / account holder | $48 | $6,522-99.3% | $5,060-99.1% | $10,827-99.6% |