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 | $9,365 | $99,341-90.6% | $84,750-89.0% | $273,961-96.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.45%-41.5pp |
| Employer contribution / active EE | $5,867 | $4,214+39.2% | $3,574+64.1% | $4,869+20.5% |
| Participant deferral / active EE | $4,669 | $4,269+9.4% | $3,712+25.8% | $5,287-11.7% |
| Admin fee / account holder | $9 | $6,644-99.9% | $5,332-99.8% | $10,132-99.9% |