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 4-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 | $11,253 | $209,336-94.6% | $197,124-94.3% | $137,256-91.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 0.00% | 48.09%-48.1pp | 44.34%-44.3pp | 220.34%-220.3pp |
| Employer contribution / active EE | $3,970 | $6,591-39.8% | $6,227-36.2% | $4,156-4.5% |
| Participant deferral / active EE | $10,046 | $9,614+4.5% | $9,135+10.0% | $6,407+56.8% |
| Admin fee / account holder | $22 | $17,308-99.9% | $16,298-99.9% | $12,270-99.8% |