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 | $4,511 | $48,076-90.6% | $78,689-94.3% | $62,891-92.8% |
| Participation rate | 73.7% | 65.2%+8.5pp | 73.6%+0.1pp | 69.3%+4.4pp |
| Annual return | 0.00% | 31.35%-31.4pp | 62.18%-62.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $937 | $2,015-53.5% | $2,851-67.1% | $2,281-58.9% |
| Participant deferral / active EE | $2,248 | $2,588-13.1% | $3,517-36.1% | $3,203-29.8% |
| Admin fee / account holder | $0 | $3,207-100.0% | $4,510-100.0% | $4,296-100.0% |