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 3-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 | $12,071 | $210,648-94.3% | $177,989-93.2% | $145,922-91.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 0.00% | 385.86%-385.9pp | 294.48%-294.5pp | 561.29%-561.3pp |
| Employer contribution / active EE | $5,833 | $4,565+27.8% | $3,949+47.7% | $4,660+25.2% |
| Participant deferral / active EE | $5,833 | $6,958-16.2% | $6,276-7.1% | $6,688-12.8% |
| Admin fee / account holder | $29 | $12,013-99.8% | $10,363-99.7% | $13,397-99.8% |