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 | $16,197 | $157,256-89.7% | $141,162-88.5% | $152,861-89.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 0.00% | 64.32%-64.3pp | 71.39%-71.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $10,701 | $5,261+103.4% | $4,735+126.0% | $4,762+124.7% |
| Participant deferral / active EE | $5,183 | $7,109-27.1% | $6,709-22.7% | $5,850-11.4% |
| Admin fee / account holder | $296 | $12,120-97.6% | $10,261-97.1% | $11,596-97.4% |