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 | $6,473 | $93,024-93.0% | $77,024-91.6% | $134,475-95.2% |
| Participation rate | 92.9% | 74.5%+18.4pp | 67.9%+25.0pp | 81.2%+11.6pp |
| Annual return | 0.00% | 62.60%-62.6pp | 42.32%-42.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $3,218 | $3,418-5.8% | $2,812+14.4% | $4,740-32.1% |
| Participant deferral / active EE | $3,201 | $5,238-38.9% | $4,426-27.7% | $6,400-50.0% |
| Admin fee / account holder | $8 | $6,944-99.9% | $5,425-99.8% | $11,426-99.9% |