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 | $8,138 | $93,346-91.3% | $71,796-88.7% | $273,961-97.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 0.00% | 130.39%-130.4pp | 78.04%-78.0pp | 41.45%-41.5pp |
| Employer contribution / active EE | $5,233 | $2,733+91.4% | $1,924+171.9% | $4,869+7.5% |
| Participant deferral / active EE | $2,733 | $3,475-21.4% | $2,794-2.2% | $5,287-48.3% |
| Admin fee / account holder | $16 | $6,571-99.8% | $4,815-99.7% | $10,132-99.8% |