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 | $7,400 | $68,346-89.2% | $94,646-92.2% | $75,163-90.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 0.00% | 616.93%-616.9pp | 156.71%-156.7pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,613 | $2,701-40.3% | $3,672-56.1% | $2,670-39.6% |
| Participant deferral / active EE | $4,757 | $6,537-27.2% | $7,418-35.9% | $4,125+15.3% |
| Admin fee / account holder | $37 | $5,326-99.3% | $7,231-99.5% | $5,651-99.3% |