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 9-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 | $14,310 | $56,199-74.5% | $67,652-78.8% | $59,632-76.0% |
| Participation rate | 96.3% | 71.5%+24.8pp | 75.7%+20.6pp | 68.7%+27.6pp |
| Annual return | 0.03% | 18505.31%-18505.3pp | 6625.04%-6625.0pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $2,998 | $1,614+85.7% | $2,266+32.3% | $2,203+36.1% |
| Participant deferral / active EE | $4,806 | $2,844+69.0% | $3,560+35.0% | $3,192+50.6% |
| Admin fee / account holder | $0 | $3,958-100.0% | $4,821-100.0% | $4,297-100.0% |