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 | $8,615 | $181,894-95.3% | $156,549-94.5% | $273,961-96.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.00% | 30.74%-30.7pp | 32.23%-32.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,489 | $6,248-76.2% | $5,501-72.9% | $4,869-69.4% |
| Participant deferral / active EE | $3,478 | $5,550-37.3% | $4,871-28.6% | $5,287-34.2% |
| Admin fee / account holder | $137 | $15,559-99.1% | $13,027-98.9% | $10,132-98.6% |