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 | $10,105 | $77,314-86.9% | $177,989-94.3% | $80,856-87.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 14.67% | 18.09%-3.4pp | 294.48%-279.8pp | 35.59%-20.9pp |
| Employer contribution / active EE | $2,168 | $2,292-5.4% | $3,949-45.1% | $2,755-21.3% |
| Participant deferral / active EE | $2,594 | $4,411-41.2% | $6,276-58.7% | $4,296-39.6% |
| Admin fee / account holder | $201 | $7,191-97.2% | $10,363-98.1% | $6,918-97.1% |