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 | $12,120 | $105,998-88.6% | $92,233-86.9% | $147,584-91.8% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 0.00% | 50.05%-50.0pp | 176.28%-176.3pp | 578.55%-578.5pp |
| Employer contribution / active EE | $3,371 | $4,333-22.2% | $3,679-8.4% | $4,876-30.9% |
| Participant deferral / active EE | $6,914 | $4,478+54.4% | $3,897+77.4% | $5,439+27.1% |
| Admin fee / account holder | $111 | $6,332-98.2% | $5,194-97.9% | $10,885-99.0% |