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 | $2,521 | $65,685-96.2% | $57,179-95.6% | $273,961-99.1% |
| Participation rate | 90.0% | 78.3%+11.7pp | 75.3%+14.7pp | 83.0%+7.0pp |
| Annual return | 0.00% | 21.99%-22.0pp | 14.59%-14.6pp | 41.45%-41.5pp |
| Employer contribution / active EE | $635 | $3,279-80.6% | $2,682-76.3% | $4,869-87.0% |
| Participant deferral / active EE | $2,114 | $3,782-44.1% | $3,096-31.7% | $5,287-60.0% |
| Admin fee / account holder | $6 | $4,835-99.9% | $3,139-99.8% | $10,132-99.9% |