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 | $4,287 | $95,971-95.5% | $74,550-94.2% | $135,375-96.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 0.00% | 56.96%-57.0pp | 32.53%-32.5pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,446 | $2,716-46.8% | $1,961-26.3% | $4,779-69.7% |
| Participant deferral / active EE | $3,541 | $3,843-7.9% | $3,108+13.9% | $5,609-36.9% |
| Admin fee / account holder | $10 | $6,522-99.8% | $5,060-99.8% | $10,827-99.9% |