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 | $10,008 | $211,958-95.3% | $169,463-94.1% | $135,375-92.6% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | 0.00% | 3.26%-3.3pp | 1.83%-1.8pp | 519.73%-519.7pp |
| Employer contribution / active EE | $750 | $5,120-85.4% | $4,159-82.0% | $4,779-84.3% |
| Participant deferral / active EE | $9,600 | $6,075+58.0% | $5,277+81.9% | $5,609+71.2% |
| Admin fee / account holder | $42 | $11,471-99.6% | $9,109-99.5% | $10,827-99.6% |