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 | $8,999 | $45,566-80.3% | $64,105-86.0% | $59,632-84.9% |
| Participation rate | 93.9% | 60.2%+33.8pp | 68.2%+25.8pp | 68.7%+25.3pp |
| Annual return | -1.10% | 4.95%-6.1pp | 791.24%-792.3pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $606 | $934-35.1% | $1,820-66.7% | $2,203-72.5% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $23 | $3,268-99.3% | $4,499-99.5% | $4,297-99.5% |