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 4-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 | $2,401 | $81,840-97.1% | $63,412-96.2% | $125,391-98.1% |
| Participation rate | 75.0% | 73.0%+2.0pp | 67.1%+7.9pp | 83.2%-8.2pp |
| Annual return | -3.16% | -0.10%-3.1pp | 4.04%-7.2pp | 282.22%-285.4pp |
| Employer contribution / active EE | $312 | $2,377-86.9% | $1,814-82.8% | $4,866-93.6% |
| Participant deferral / active EE | $1,514 | $3,064-50.6% | $2,496-39.4% | $5,352-71.7% |
| Admin fee / account holder | $0 | $4,951-100.0% | $3,753-100.0% | $9,540-100.0% |