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 | $8,854 | $104,907-91.6% | $84,611-89.5% | $152,861-94.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 0.00% | 373.79%-373.8pp | 258.74%-258.7pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,099 | $3,302-36.4% | $2,652-20.9% | $4,762-55.9% |
| Participant deferral / active EE | $6,262 | $4,688+33.6% | $3,899+60.6% | $5,850+7.0% |
| Admin fee / account holder | $27 | $6,241-99.6% | $4,912-99.5% | $11,596-99.8% |