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 | $9,808 | $56,199-82.5% | $67,652-85.5% | $59,632-83.6% |
| Participation rate | 83.3% | 71.5%+11.9pp | 75.7%+7.7pp | 68.7%+14.7pp |
| Annual return | -2.19% | 18505.31%-18507.5pp | 6625.04%-6627.2pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $894 | $1,614-44.6% | $2,266-60.5% | $2,203-59.4% |
| Participant deferral / active EE | $7,202 | $2,844+153.3% | $3,560+102.3% | $3,192+125.6% |
| Admin fee / account holder | $66 | $3,958-98.3% | $4,821-98.6% | $4,297-98.5% |