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 | $4,003 | $92,222-95.7% | $76,768-94.8% | $135,375-97.0% |
| Participation rate | 90.9% | 79.8%+11.1pp | 77.0%+13.9pp | 82.6%+8.3pp |
| Annual return | -8.17% | 5.46%-13.6pp | 2.43%-10.6pp | 519.73%-527.9pp |
| Employer contribution / active EE | $869 | $3,216-73.0% | $2,485-65.0% | $4,779-81.8% |
| Participant deferral / active EE | $3,108 | $4,509-31.1% | $3,852-19.3% | $5,609-44.6% |
| Admin fee / account holder | $245 | $10,748-97.7% | $6,675-96.3% | $10,827-97.7% |