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 | $2,281 | $77,634-97.1% | $156,549-98.5% | $62,891-96.4% |
| Participation rate | 96.3% | 71.2%+25.1pp | 84.0%+12.3pp | 69.3%+27.0pp |
| Annual return | 0.00% | 50.32%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $2,018 | $3,444-41.4% | $5,501-63.3% | $2,281-11.5% |
| Participant deferral / active EE | $1,341 | $3,045-56.0% | $4,871-72.5% | $3,203-58.1% |
| Admin fee / account holder | $250 | $5,561-95.5% | $13,027-98.1% | $4,296-94.2% |