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 5-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 | $6,043 | $84,696-92.9% | $75,696-92.0% | $167,490-96.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 199.36%-199.4pp | 104.53%-104.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $3,005 | $3,230-7.0% | $2,743+9.6% | $4,837-37.9% |
| Participant deferral / active EE | $2,922 | $4,580-36.2% | $3,821-23.5% | $6,341-53.9% |
| Admin fee / account holder | $4 | $5,355-99.9% | $3,619-99.9% | $12,309-100.0% |