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 | $17,118 | $99,079-82.7% | $77,999-78.1% | $273,961-93.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 0.00% | 217.93%-217.9pp | 425.96%-426.0pp | 41.45%-41.5pp |
| Employer contribution / active EE | $7,612 | $3,308+130.1% | $2,470+208.2% | $4,869+56.3% |
| Participant deferral / active EE | $9,515 | $4,306+121.0% | $3,497+172.1% | $5,287+80.0% |
| Admin fee / account holder | $23 | $8,954-99.7% | $5,480-99.6% | $10,132-99.8% |