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 5-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 | $7,765 | $67,619-88.5% | $54,791-85.8% | $158,922-95.1% |
| Participation rate | 100.0% | 80.6%+19.4pp | 65.0%+35.0pp | 82.0%+18.0pp |
| Annual return | 0.00% | 14.21%-14.2pp | 15.11%-15.1pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,625 | $4,142-60.8% | $3,035-46.5% | $4,761-65.9% |
| Participant deferral / active EE | $5,563 | $7,369-24.5% | $5,714-2.7% | $5,982-7.0% |
| Admin fee / account holder | $0 | $9,472-100.0% | $6,823-100.0% | $11,246-100.0% |