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 10-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 | $13,966 | $87,540-84.0% | $75,781-81.6% | $125,391-88.9% |
| Participation rate | 92.3% | 80.2%+12.1pp | 75.8%+16.5pp | 83.2%+9.1pp |
| Annual return | 0.00% | 13.48%-13.5pp | 9.68%-9.7pp | 282.22%-282.2pp |
| Employer contribution / active EE | $2,067 | $3,930-47.4% | $3,323-37.8% | $4,866-57.5% |
| Participant deferral / active EE | $3,183 | $4,229-24.7% | $3,651-12.8% | $5,352-40.5% |
| Admin fee / account holder | $262 | $6,502-96.0% | $5,299-95.0% | $9,540-97.2% |