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 | $11,602 | $99,341-88.3% | $84,750-86.3% | $273,961-95.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,434 | $4,214-66.0% | $3,574-59.9% | $4,869-70.6% |
| Participant deferral / active EE | $5,030 | $4,269+17.8% | $3,712+35.5% | $5,287-4.9% |
| Admin fee / account holder | $70 | $6,644-99.0% | $5,332-98.7% | $10,132-99.3% |