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 | $14,032 | $113,935-87.7% | $94,224-85.1% | $125,391-88.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.78% | 5.29%-6.1pp | 10.68%-11.5pp | 282.22%-283.0pp |
| Employer contribution / active EE | $9,432 | $4,727+99.5% | $3,587+163.0% | $4,866+93.8% |
| Participant deferral / active EE | $3,551 | $5,179-31.4% | $4,320-17.8% | $5,352-33.6% |
| Admin fee / account holder | $45 | $8,391-99.5% | $6,269-99.3% | $9,540-99.5% |