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 | $5,787 | $32,037-81.9% | $69,182-91.6% | $62,891-90.8% |
| Participation rate | 100.0% | 43.4%+56.6pp | 55.1%+44.9pp | 69.3%+30.7pp |
| Annual return | 18.35% | 15.16%+3.2pp | -21.93%+40.3pp | 20.14%-1.8pp |
| Employer contribution / active EE | $1,425 | $679+109.8% | $1,206+18.1% | $2,281-37.5% |
| Participant deferral / active EE | $2,150 | $1,185+81.3% | $1,897+13.3% | $3,203-32.9% |
| Admin fee / account holder | $0 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |