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 | $15,766 | $83,908-81.2% | $68,509-77.0% | $125,391-87.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -2.78% | 14.48%-17.3pp | 8.27%-11.1pp | 282.22%-285.0pp |
| Employer contribution / active EE | $4,714 | $3,031+55.5% | $2,278+107.0% | $4,866-3.1% |
| Participant deferral / active EE | $3,624 | $4,125-12.1% | $3,382+7.2% | $5,352-32.3% |
| Admin fee / account holder | $27 | $8,982-99.7% | $5,275-99.5% | $9,540-99.7% |