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 | $11,344 | $84,527-86.6% | $67,711-83.2% | $125,391-91.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 0.00% | 2.57%-2.6pp | 25.41%-25.4pp | 282.22%-282.2pp |
| Employer contribution / active EE | $2,069 | $3,292-37.2% | $2,559-19.2% | $4,866-57.5% |
| Participant deferral / active EE | $9,293 | $4,429+109.8% | $3,585+159.2% | $5,352+73.6% |
| Admin fee / account holder | $24 | $5,340-99.5% | $4,255-99.4% | $9,540-99.7% |