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 | $5,843 | $72,404-91.9% | $110,238-94.7% | $64,186-90.9% |
| Participation rate | 81.6% | 73.3%+8.2pp | 79.8%+1.8pp | 69.6%+12.0pp |
| Annual return | 7.17% | -6.29%+13.5pp | 314.74%-307.6pp | 7.63%-0.5pp |
| Employer contribution / active EE | $990 | $2,282-56.6% | $3,826-74.1% | $2,381-58.4% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $157 | $5,664-97.2% | $8,547-98.2% | $4,888-96.8% |