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 6-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 | $9,657 | $127,386-92.4% | $115,037-91.6% | $125,391-92.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.22%-282.2pp |
| Employer contribution / active EE | $3,727 | $5,166-27.9% | $4,608-19.1% | $4,866-23.4% |
| Participant deferral / active EE | $6,186 | $6,423-3.7% | $6,026+2.6% | $5,352+15.6% |
| Admin fee / account holder | $24 | $9,516-99.8% | $8,175-99.7% | $9,540-99.8% |