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 | $6,443 | $64,307-90.0% | $57,343-88.8% | $125,391-94.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 0.00% | 25.12%-25.1pp | 24.39%-24.4pp | 282.22%-282.2pp |
| Employer contribution / active EE | $3,079 | $3,193-3.6% | $2,689+14.5% | $4,866-36.7% |
| Participant deferral / active EE | $3,392 | $3,848-11.9% | $3,162+7.3% | $5,352-36.6% |
| Admin fee / account holder | $0 | $5,242-100.0% | $3,356-100.0% | $9,540-100.0% |