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 8-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 | $7,115 | $65,696-89.2% | $56,429-87.4% | $147,584-95.2% |
| Participation rate | 100.0% | 85.5%+14.5pp | 80.0%+20.0pp | 82.8%+17.2pp |
| Annual return | 0.00% | 13.32%-13.3pp | 19.04%-19.0pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,963 | $4,121-28.1% | $3,405-13.0% | $4,876-39.2% |
| Participant deferral / active EE | $3,783 | $4,876-22.4% | $3,951-4.2% | $5,439-30.4% |
| Admin fee / account holder | $21 | $5,947-99.6% | $4,466-99.5% | $10,885-99.8% |