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 | $9,308 | $43,327-78.5% | $59,878-84.5% | $64,186-85.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 8.80% | -1.55%+10.3pp | 3.46%+5.3pp | 7.63%+1.2pp |
| Employer contribution / active EE | $1,200 | $2,028-40.8% | $2,722-55.9% | $2,381-49.6% |
| Participant deferral / active EE | $0 | $2,546-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $95 | $3,005-96.9% | $3,590-97.4% | $4,888-98.1% |