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 | $6,281 | $84,527-92.6% | $67,711-90.7% | $125,391-95.0% |
| Participation rate | 75.0% | 74.8%+0.2pp | 67.5%+7.5pp | 83.2%-8.2pp |
| Annual return | -1.49% | 2.57%-4.1pp | 25.41%-26.9pp | 282.22%-283.7pp |
| Employer contribution / active EE | $934 | $3,292-71.6% | $2,559-63.5% | $4,866-80.8% |
| Participant deferral / active EE | $1,524 | $4,429-65.6% | $3,585-57.5% | $5,352-71.5% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,540-100.0% |