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 | $3,153 | $90,503-96.5% | $78,689-96.0% | $273,961-98.8% |
| Participation rate | 95.0% | 76.5%+18.5pp | 73.6%+21.4pp | 83.0%+12.0pp |
| Annual return | 0.00% | 75.60%-75.6pp | 62.18%-62.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $900 | $3,176-71.7% | $2,851-68.4% | $4,869-81.5% |
| Participant deferral / active EE | $2,463 | $3,901-36.9% | $3,517-30.0% | $5,287-53.4% |
| Admin fee / account holder | $11 | $5,263-99.8% | $4,510-99.7% | $10,132-99.9% |