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 | $4,490 | $69,518-93.5% | $59,878-92.5% | $135,375-96.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -6.58% | 7.94%-14.5pp | 3.46%-10.0pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,013 | $3,235-68.7% | $2,722-62.8% | $4,779-78.8% |
| Participant deferral / active EE | $1,457 | $4,206-65.4% | $3,402-57.2% | $5,609-74.0% |
| Admin fee / account holder | $40 | $5,734-99.3% | $3,590-98.9% | $10,827-99.6% |