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 | $1,911 | $32,037-94.0% | $69,182-97.2% | $62,891-97.0% |
| Participation rate | 77.4% | 43.4%+34.0pp | 55.1%+22.3pp | 69.3%+8.1pp |
| Annual return | 0.00% | 15.16%-15.2pp | -21.93%+21.9pp | 20.14%-20.1pp |
| Employer contribution / active EE | $515 | $679-24.2% | $1,206-57.3% | $2,281-77.4% |
| Participant deferral / active EE | $1,030 | $1,185-13.1% | $1,897-45.7% | $3,203-67.8% |
| Admin fee / account holder | $48 | $2,608-98.2% | $2,697-98.2% | $4,296-98.9% |