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 | $18,916 | $58,828-67.8% | $77,999-75.7% | $62,891-69.9% |
| Participation rate | 87.0% | 71.1%+15.9pp | 75.5%+11.4pp | 69.3%+17.7pp |
| Annual return | 0.00% | 17.16%-17.2pp | 425.96%-426.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $618 | $1,672-63.0% | $2,470-75.0% | $2,281-72.9% |
| Participant deferral / active EE | $1,359 | $2,686-49.4% | $3,497-61.1% | $3,203-57.6% |
| Admin fee / account holder | $7 | $4,393-99.8% | $5,480-99.9% | $4,296-99.8% |