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 | $8,766 | $884,045-99.0% | $453,369-98.1% | $167,490-94.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 78.0%+22.0pp | 82.1%+17.9pp |
| Annual return | 0.00% | 29.49%-29.5pp | 64.40%-64.4pp | 478.56%-478.6pp |
| Employer contribution / active EE | $7,556 | $5,538+36.5% | $4,070+85.7% | $4,837+56.2% |
| Participant deferral / active EE | $3,714 | $7,898-53.0% | $6,209-40.2% | $6,341-41.4% |
| Admin fee / account holder | $0 | $22,063-100.0% | $11,209-100.0% | $12,309-100.0% |