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 | $12,015 | $99,079-87.9% | $77,999-84.6% | $273,961-95.6% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.5%+4.5pp | 83.0%-3.0pp |
| Annual return | 0.00% | 217.93%-217.9pp | 425.96%-426.0pp | 41.45%-41.5pp |
| Employer contribution / active EE | $2,497 | $3,308-24.5% | $2,470+1.1% | $4,869-48.7% |
| Participant deferral / active EE | $6,942 | $4,306+61.2% | $3,497+98.5% | $5,287+31.3% |
| Admin fee / account holder | $16 | $8,954-99.8% | $5,480-99.7% | $10,132-99.8% |