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 | $496 | $140,578-99.6% | $100,671-99.5% | $125,391-99.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 0.00% | 24.67%-24.7pp | 20.43%-20.4pp | 282.22%-282.2pp |
| Employer contribution / active EE | $389 | $5,965-93.5% | $4,012-90.3% | $4,866-92.0% |
| Participant deferral / active EE | $167 | $3,981-95.8% | $3,144-94.7% | $5,352-96.9% |
| Admin fee / account holder | $64 | $6,716-99.1% | $4,850-98.7% | $9,540-99.3% |