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 | $2,750 | $140,940-98.0% | $112,229-97.5% | $139,434-98.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 0.00% | 32.71%-32.7pp | 30.20%-30.2pp | 372.94%-372.9pp |
| Employer contribution / active EE | $824 | $4,283-80.8% | $3,430-76.0% | $4,751-82.6% |
| Participant deferral / active EE | $1,909 | $5,874-67.5% | $4,798-60.2% | $6,710-71.6% |
| Admin fee / account holder | $13 | $9,954-99.9% | $7,748-99.8% | $11,403-99.9% |