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 | $8,621 | $84,696-89.8% | $75,696-88.6% | $167,490-94.9% |
| 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 | $2,772 | $3,230-14.2% | $2,743+1.1% | $4,837-42.7% |
| Participant deferral / active EE | $5,501 | $4,580+20.1% | $3,821+43.9% | $6,341-13.3% |
| Admin fee / account holder | $3 | $5,355-99.9% | $3,619-99.9% | $12,309-100.0% |