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 | $8,451 | $87,540-90.3% | $75,781-88.8% | $125,391-93.3% |
| Participation rate | 80.0% | 80.2%-0.2pp | 75.8%+4.2pp | 83.2%-3.2pp |
| Annual return | 0.00% | 13.48%-13.5pp | 9.68%-9.7pp | 282.22%-282.2pp |
| Employer contribution / active EE | $2,049 | $3,930-47.9% | $3,323-38.3% | $4,866-57.9% |
| Participant deferral / active EE | $4,903 | $4,229+15.9% | $3,651+34.3% | $5,352-8.4% |
| Admin fee / account holder | -$91 | $6,502-101.4% | $5,299-101.7% | $9,540-101.0% |