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 | $22,428 | $131,829-83.0% | $108,579-79.3% | $273,961-91.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 0.00% | -91.57%+91.6pp | -51.70%+51.7pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,482 | $4,912-69.8% | $3,758-60.6% | $4,869-69.6% |
| Participant deferral / active EE | $7,857 | $5,127+53.2% | $4,311+82.3% | $5,287+48.6% |
| Admin fee / account holder | $76 | $10,252-99.3% | $7,645-99.0% | $10,132-99.2% |