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 | $10,036 | $197,825-94.9% | $155,790-93.6% | $125,391-92.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 0.09% | 86.74%-86.6pp | 71.54%-71.4pp | 282.22%-282.1pp |
| Employer contribution / active EE | $4,472 | $4,847-7.7% | $3,836+16.6% | $4,866-8.1% |
| Participant deferral / active EE | $2,071 | $5,630-63.2% | $4,797-56.8% | $5,352-61.3% |
| Admin fee / account holder | $108 | $9,545-98.9% | $7,478-98.6% | $9,540-98.9% |