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 | $7,904 | $197,825-96.0% | $155,790-94.9% | $125,391-93.7% |
| Participation rate | 88.9% | 82.1%+6.8pp | 76.1%+12.8pp | 83.2%+5.7pp |
| Annual return | 0.00% | 86.74%-86.7pp | 71.54%-71.5pp | 282.22%-282.2pp |
| Employer contribution / active EE | $921 | $4,847-81.0% | $3,836-76.0% | $4,866-81.1% |
| Participant deferral / active EE | $6,193 | $5,630+10.0% | $4,797+29.1% | $5,352+15.7% |
| Admin fee / account holder | $10 | $9,545-99.9% | $7,478-99.9% | $9,540-99.9% |