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 7-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 | $11,348 | $817,678-98.6% | $392,568-97.1% | $152,861-92.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.4%+17.6pp |
| Annual return | 0.00% | 22.84%-22.8pp | 24.42%-24.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,924 | $5,502-46.9% | $3,783-22.7% | $4,762-38.6% |
| Participant deferral / active EE | $7,933 | $8,398-5.5% | $5,985+32.6% | $5,850+35.6% |
| Admin fee / account holder | $0 | $12,095-100.0% | $6,260-100.0% | $11,596-100.0% |