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 | $20,343 | $131,829-84.6% | $108,579-81.3% | $273,961-92.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.35% | -91.57%+98.9pp | -51.70%+59.0pp | 41.45%-34.1pp |
| Employer contribution / active EE | $2,000 | $4,912-59.3% | $3,758-46.8% | $4,869-58.9% |
| Participant deferral / active EE | $2,500 | $5,127-51.2% | $4,311-42.0% | $5,287-52.7% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |