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 | $4,157 | $90,503-95.4% | $78,689-94.7% | $273,961-98.5% |
| Participation rate | 78.6% | 76.5%+2.1pp | 73.6%+5.0pp | 83.0%-4.4pp |
| Annual return | 0.00% | 75.60%-75.6pp | 62.18%-62.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,725 | $3,176-45.7% | $2,851-39.5% | $4,869-64.6% |
| Participant deferral / active EE | $1,959 | $3,901-49.8% | $3,517-44.3% | $5,287-62.9% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |