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 3-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 | $21,563 | $86,891-75.2% | $142,449-84.9% | $75,163-71.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.8%+23.2pp | 67.2%+32.8pp |
| Annual return | 0.00% | 23.31%-23.3pp | 19.99%-20.0pp | 160.62%-160.6pp |
| Employer contribution / active EE | $9,927 | $3,355+195.9% | $4,847+104.8% | $2,670+271.8% |
| Participant deferral / active EE | $0 | $4,938-100.0% | $6,283-100.0% | $4,125-100.0% |
| Admin fee / account holder | $0 | $7,299-100.0% | $10,011-100.0% | $5,651-100.0% |