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 | $9,303 | $105,126-91.2% | $94,646-90.2% | $139,434-93.3% |
| Participation rate | 94.1% | 82.4%+11.8pp | 80.8%+13.3pp | 80.3%+13.8pp |
| Annual return | 0.00% | 38.03%-38.0pp | 156.71%-156.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,655 | $4,106-35.3% | $3,672-27.7% | $4,751-44.1% |
| Participant deferral / active EE | $5,936 | $7,599-21.9% | $7,418-20.0% | $6,710-11.5% |
| Admin fee / account holder | $4 | $8,984-100.0% | $7,231-99.9% | $11,403-100.0% |