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 | $9,818 | $58,577-83.2% | $83,333-88.2% | $64,186-84.7% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -8.09% | 9.65%-17.7pp | 10.63%-18.7pp | 7.63%-15.7pp |
| Employer contribution / active EE | $677 | $2,098-67.7% | $3,379-80.0% | $2,381-71.6% |
| Participant deferral / active EE | $0 | $4,654-100.0% | $5,565-100.0% | $3,470-100.0% |
| Admin fee / account holder | $168 | $9,275-98.2% | $7,510-97.8% | $4,888-96.6% |