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 | $13,698 | $140,578-90.3% | $100,671-86.4% | $125,391-89.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 0.00% | 24.67%-24.7pp | 20.43%-20.4pp | 282.22%-282.2pp |
| Employer contribution / active EE | $11,377 | $5,965+90.7% | $4,012+183.5% | $4,866+133.8% |
| Participant deferral / active EE | $2,302 | $3,981-42.2% | $3,144-26.8% | $5,352-57.0% |
| Admin fee / account holder | $1 | $6,716-100.0% | $4,850-100.0% | $9,540-100.0% |