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 8-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 | $16,460 | $171,164-90.4% | $127,761-87.1% | $152,861-89.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 0.00% | 23.54%-23.5pp | 26.14%-26.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $6,616 | $5,447+21.4% | $4,574+44.6% | $4,762+38.9% |
| Participant deferral / active EE | $15,656 | $7,038+122.4% | $6,021+160.0% | $5,850+167.6% |
| Admin fee / account holder | $0 | $14,530-100.0% | $9,395-100.0% | $11,596-100.0% |