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 | $5,488 | $153,311-96.4% | $109,313-95.0% | $273,961-98.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 0.00% | 29.86%-29.9pp | 22.07%-22.1pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,274 | $5,619-77.3% | $3,892-67.3% | $4,869-73.8% |
| Participant deferral / active EE | $4,102 | $3,932+4.3% | $3,166+29.6% | $5,287-22.4% |
| Admin fee / account holder | $9 | $8,076-99.9% | $5,666-99.8% | $10,132-99.9% |