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 | $10,443 | $83,337-87.5% | $67,834-84.6% | $273,961-96.2% |
| Participation rate | 75.0% | 76.4%-1.4pp | 68.8%+6.2pp | 83.0%-8.0pp |
| Annual return | 0.00% | 259.45%-259.4pp | 138.47%-138.5pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,992 | $3,287-39.4% | $2,403-17.1% | $4,869-59.1% |
| Participant deferral / active EE | $4,201 | $4,088+2.8% | $3,160+32.9% | $5,287-20.5% |
| Admin fee / account holder | $77 | $6,752-98.9% | $4,622-98.3% | $10,132-99.2% |