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 | $12,364 | $106,115-88.3% | $85,969-85.6% | $125,391-90.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | 0.00% | 13.93%-13.9pp | 9.32%-9.3pp | 282.22%-282.2pp |
| Employer contribution / active EE | $10,551 | $4,537+132.6% | $3,474+203.7% | $4,866+116.8% |
| Participant deferral / active EE | $1,812 | $4,859-62.7% | $3,829-52.7% | $5,352-66.1% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,540-100.0% |