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 | $8,441 | $59,107-85.7% | $86,436-90.2% | $68,494-87.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.18% | -0.23%-12.0pp | 4394.89%-4407.1pp | -7.84%-4.3pp |
| Employer contribution / active EE | $938 | $2,519-62.7% | $3,769-75.1% | $2,596-63.9% |
| Participant deferral / active EE | $0 | $5,901-100.0% | $6,952-100.0% | $4,027-100.0% |
| Admin fee / account holder | $116 | $5,637-97.9% | $6,731-98.3% | $5,403-97.8% |