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 5-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 | $26,452 | $176,812-85.0% | $146,665-82.0% | $167,490-84.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 0.00% | 24.03%-24.0pp | 22.74%-22.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $15,184 | $5,160+194.3% | $4,136+267.1% | $4,837+213.9% |
| Participant deferral / active EE | $10,638 | $6,440+65.2% | $5,506+93.2% | $6,341+67.8% |
| Admin fee / account holder | $23 | $13,259-99.8% | $10,280-99.8% | $12,309-99.8% |