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 | $9,374 | $99,640-90.6% | $86,436-89.2% | $134,475-93.0% |
| Participation rate | 94.7% | 82.0%+12.7pp | 80.3%+14.4pp | 81.2%+13.5pp |
| Annual return | 0.00% | 6782.58%-6782.6pp | 4394.89%-4394.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $3,060 | $4,400-30.5% | $3,769-18.8% | $4,740-35.4% |
| Participant deferral / active EE | $6,476 | $7,246-10.6% | $6,952-6.8% | $6,400+1.2% |
| Admin fee / account holder | $174 | $8,371-97.9% | $6,731-97.4% | $11,426-98.5% |