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 | $11,711 | $86,699-86.5% | $73,307-84.0% | $125,391-90.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -1.38% | 2.78%-4.2pp | 5.67%-7.1pp | 282.22%-283.6pp |
| Employer contribution / active EE | $3,408 | $4,152-17.9% | $3,237+5.3% | $4,866-30.0% |
| Participant deferral / active EE | $4,579 | $5,550-17.5% | $4,991-8.3% | $5,352-14.4% |
| Admin fee / account holder | $81 | $7,771-99.0% | $5,637-98.6% | $9,540-99.2% |