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 | $24,528 | $405,731-94.0% | $147,304-83.3% | $405,731-94.0% |
| Participation rate | 100.0% | 91.9%+8.1pp | 84.4%+15.6pp | 91.9%+8.1pp |
| Annual return | -2.30% | 4.30%-6.6pp | 29.24%-31.5pp | 4.30%-6.6pp |
| Employer contribution / active EE | $0 | $26,636-100.0% | $5,766-100.0% | $26,636-100.0% |
| Participant deferral / active EE | $12,472 | $5,788+115.5% | $5,076+145.7% | $5,788+115.5% |
| Admin fee / account holder | $20 | $12,997-99.8% | $7,571-99.7% | $12,997-99.8% |