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 7-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 | $11,012 | $147,167-92.5% | $111,392-90.1% | $135,375-91.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | 0.00% | -4.44%+4.4pp | -2.06%+2.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,539 | $5,204-70.4% | $4,328-64.4% | $4,779-67.8% |
| Participant deferral / active EE | $10,467 | $6,565+59.4% | $5,567+88.0% | $5,609+86.6% |
| Admin fee / account holder | $14 | $20,270-99.9% | $12,266-99.9% | $10,827-99.9% |