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 | $7,382 | $75,935-90.3% | $60,547-87.8% | $125,391-94.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | 0.00% | -5.38%+5.4pp | 335.64%-335.6pp | 282.22%-282.2pp |
| Employer contribution / active EE | $2,520 | $3,438-26.7% | $2,419+4.1% | $4,866-48.2% |
| Participant deferral / active EE | $6,697 | $4,506+48.6% | $3,328+101.3% | $5,352+25.1% |
| Admin fee / account holder | $4 | $6,768-99.9% | $4,536-99.9% | $9,540-100.0% |