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 | $4,717 | $43,723-89.2% | $121,196-96.1% | $64,186-92.7% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.7%+28.3pp | 69.6%+30.4pp |
| Annual return | -5.00% | 68.91%-73.9pp | 16.93%-21.9pp | 7.63%-12.6pp |
| Employer contribution / active EE | $834 | $1,296-35.7% | $4,022-79.3% | $2,381-65.0% |
| Participant deferral / active EE | $0 | $2,280-100.0% | $3,344-100.0% | $3,470-100.0% |
| Admin fee / account holder | $34 | $3,501-99.0% | $5,019-99.3% | $4,888-99.3% |