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 | $18,666 | $127,386-85.3% | $115,037-83.8% | $125,391-85.1% |
| Participation rate | 90.9% | 84.2%+6.8pp | 81.4%+9.5pp | 83.2%+7.7pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,908 | $5,166-63.1% | $4,608-58.6% | $4,866-60.8% |
| Participant deferral / active EE | $2,285 | $6,423-64.4% | $6,026-62.1% | $5,352-57.3% |
| Admin fee / account holder | $30 | $9,516-99.7% | $8,175-99.6% | $9,540-99.7% |