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 4-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 | $7,362 | $109,817-93.3% | $98,442-92.5% | $167,490-95.6% |
| Participation rate | 85.7% | 75.8%+9.9pp | 73.3%+12.4pp | 82.1%+3.6pp |
| Annual return | 0.00% | 1956.69%-1956.7pp | 1492.73%-1492.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $4,358 | $3,224+35.2% | $2,960+47.2% | $4,837-9.9% |
| Participant deferral / active EE | $958 | $4,673-79.5% | $4,276-77.6% | $6,341-84.9% |
| Admin fee / account holder | $4 | $6,753-99.9% | $5,949-99.9% | $12,309-100.0% |