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 3-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 | $10,855 | $172,111-93.7% | $150,298-92.8% | $137,256-92.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 0.00% | 69.37%-69.4pp | 62.79%-62.8pp | 220.34%-220.3pp |
| Employer contribution / active EE | $3,075 | $4,636-33.7% | $4,154-26.0% | $4,156-26.0% |
| Participant deferral / active EE | $6,999 | $6,166+13.5% | $5,453+28.4% | $6,407+9.2% |
| Admin fee / account holder | $83 | $16,471-99.5% | $14,116-99.4% | $12,270-99.3% |