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 | $5,603 | $91,037-93.8% | $71,671-92.2% | $147,584-96.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 0.00% | 20.48%-20.5pp | 20.65%-20.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,352 | $3,327-59.4% | $2,460-45.1% | $4,876-72.3% |
| Participant deferral / active EE | $4,073 | $4,498-9.5% | $3,438+18.5% | $5,439-25.1% |
| Admin fee / account holder | $14 | $8,613-99.8% | $5,558-99.7% | $10,885-99.9% |