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 7-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 | $6,442 | $107,334-94.0% | $92,893-93.1% | $152,861-95.8% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 0.00% | 145.58%-145.6pp | 109.41%-109.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,282 | $4,221-69.6% | $3,653-64.9% | $4,762-73.1% |
| Participant deferral / active EE | $4,876 | $4,845+0.6% | $4,236+15.1% | $5,850-16.7% |
| Admin fee / account holder | $7 | $7,079-99.9% | $5,794-99.9% | $11,596-99.9% |