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 | $4,685 | $69,518-93.3% | $59,878-92.2% | $135,375-96.5% |
| Participation rate | 93.3% | 77.8%+15.5pp | 74.7%+18.6pp | 82.6%+10.7pp |
| Annual return | -7.36% | 7.94%-15.3pp | 3.46%-10.8pp | 519.73%-527.1pp |
| Employer contribution / active EE | $458 | $3,235-85.8% | $2,722-83.2% | $4,779-90.4% |
| Participant deferral / active EE | $795 | $4,206-81.1% | $3,402-76.6% | $5,609-85.8% |
| Admin fee / account holder | $1 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |