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 | $2,609 | $99,341-97.4% | $84,750-96.9% | $273,961-99.0% |
| Participation rate | 71.4% | 80.7%-9.3pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.45%-41.5pp |
| Employer contribution / active EE | $680 | $4,214-83.9% | $3,574-81.0% | $4,869-86.0% |
| Participant deferral / active EE | $1,552 | $4,269-63.6% | $3,712-58.2% | $5,287-70.6% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |