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 | $9,045 | $131,829-93.1% | $108,579-91.7% | $273,961-96.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 0.00% | -91.57%+91.6pp | -51.70%+51.7pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,107 | $4,912-77.5% | $3,758-70.5% | $4,869-77.3% |
| Participant deferral / active EE | $7,862 | $5,127+53.3% | $4,311+82.4% | $5,287+48.7% |
| Admin fee / account holder | $50 | $10,252-99.5% | $7,645-99.4% | $10,132-99.5% |