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 | $3,188 | $78,694-95.9% | $67,652-95.3% | $125,391-97.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -1.02% | 9.46%-10.5pp | 6625.04%-6626.1pp | 282.22%-283.2pp |
| Employer contribution / active EE | $1,482 | $3,044-51.3% | $2,266-34.6% | $4,866-69.5% |
| Participant deferral / active EE | $1,482 | $4,292-65.5% | $3,560-58.4% | $5,352-72.3% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |