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 | $9,614 | $99,079-90.3% | $77,999-87.7% | $273,961-96.5% |
| Participation rate | 78.6% | 78.6%0pp | 75.5%+3.0pp | 83.0%-4.4pp |
| Annual return | 0.00% | 217.93%-217.9pp | 425.96%-426.0pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,834 | $3,308-44.6% | $2,470-25.8% | $4,869-62.3% |
| Participant deferral / active EE | $2,689 | $4,306-37.6% | $3,497-23.1% | $5,287-49.1% |
| Admin fee / account holder | $39 | $8,954-99.6% | $5,480-99.3% | $10,132-99.6% |