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 | $15,686 | $82,630-81.0% | $64,105-75.5% | $125,391-87.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 0.14% | 1489.72%-1489.6pp | 791.24%-791.1pp | 282.22%-282.1pp |
| Employer contribution / active EE | $1,347 | $2,671-49.6% | $1,820-26.0% | $4,866-72.3% |
| Participant deferral / active EE | $1,568 | $3,608-56.5% | $2,822-44.4% | $5,352-70.7% |
| Admin fee / account holder | $11 | $6,382-99.8% | $4,499-99.8% | $9,540-99.9% |