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 | $10,334 | $115,770-91.1% | $101,248-89.8% | $158,922-93.5% |
| Participation rate | 73.9% | 79.4%-5.5pp | 75.8%-1.9pp | 82.0%-8.0pp |
| Annual return | 0.00% | 56.14%-56.1pp | 46.47%-46.5pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,859 | $4,175-55.5% | $3,660-49.2% | $4,761-60.9% |
| Participant deferral / active EE | $4,802 | $4,957-3.1% | $4,370+9.9% | $5,982-19.7% |
| Admin fee / account holder | $15 | $7,245-99.8% | $5,945-99.7% | $11,246-99.9% |