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 | $8,198 | $87,705-90.7% | $63,517-87.1% | $125,391-93.5% |
| Participation rate | 73.3% | 77.0%-3.7pp | 71.0%+2.3pp | 83.2%-9.9pp |
| Annual return | 0.00% | 21.70%-21.7pp | -70.30%+70.3pp | 282.22%-282.2pp |
| Employer contribution / active EE | $672 | $3,601-81.4% | $2,322-71.1% | $4,866-86.2% |
| Participant deferral / active EE | $5,316 | $3,939+34.9% | $2,953+80.0% | $5,352-0.7% |
| Admin fee / account holder | $1 | $11,948-100.0% | $5,892-100.0% | $9,540-100.0% |