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 | $7,653 | $153,311-95.0% | $109,313-93.0% | $273,961-97.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 0.00% | 29.86%-29.9pp | 22.07%-22.1pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,870 | $5,619-66.7% | $3,892-51.9% | $4,869-61.6% |
| Participant deferral / active EE | $5,540 | $3,932+40.9% | $3,166+75.0% | $5,287+4.8% |
| Admin fee / account holder | $50 | $8,076-99.4% | $5,666-99.1% | $10,132-99.5% |