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 | $2,975 | $75,828-96.1% | $147,614-98.0% | $59,632-95.0% |
| Participation rate | 94.1% | 71.6%+22.6pp | 84.6%+9.5pp | 68.7%+25.4pp |
| Annual return | -0.45% | 0.37%-0.8pp | 61.98%-62.4pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $549 | $3,485-84.3% | $5,564-90.1% | $2,203-75.1% |
| Participant deferral / active EE | $1,053 | $3,130-66.4% | $4,895-78.5% | $3,192-67.0% |
| Admin fee / account holder | $115 | $5,985-98.1% | $11,611-99.0% | $4,297-97.3% |