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 | $8,396 | $93,346-91.0% | $71,796-88.3% | $273,961-96.9% |
| Participation rate | 93.8% | 76.5%+17.2pp | 69.1%+24.6pp | 83.0%+10.7pp |
| Annual return | 0.00% | 130.39%-130.4pp | 78.04%-78.0pp | 41.45%-41.5pp |
| Employer contribution / active EE | $2,096 | $2,733-23.3% | $1,924+8.9% | $4,869-56.9% |
| Participant deferral / active EE | $6,850 | $3,475+97.1% | $2,794+145.1% | $5,287+29.6% |
| Admin fee / account holder | $34 | $6,571-99.5% | $4,815-99.3% | $10,132-99.7% |