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 | $11,083 | $197,825-94.4% | $155,790-92.9% | $125,391-91.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 0.00% | 86.74%-86.7pp | 71.54%-71.5pp | 282.22%-282.2pp |
| Employer contribution / active EE | $930 | $4,847-80.8% | $3,836-75.8% | $4,866-80.9% |
| Participant deferral / active EE | $10,500 | $5,630+86.5% | $4,797+118.9% | $5,352+96.2% |
| Admin fee / account holder | $33 | $9,545-99.7% | $7,478-99.6% | $9,540-99.7% |