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 | $6,300 | $131,829-95.2% | $108,579-94.2% | $273,961-97.7% |
| Participation rate | 94.4% | 83.5%+11.0pp | 79.6%+14.9pp | 83.0%+11.4pp |
| Annual return | 0.00% | -91.57%+91.6pp | -51.70%+51.7pp | 41.45%-41.5pp |
| Employer contribution / active EE | $2,482 | $4,912-49.5% | $3,758-34.0% | $4,869-49.0% |
| Participant deferral / active EE | $3,422 | $5,127-33.2% | $4,311-20.6% | $5,287-35.3% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |