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 | $7,687 | $127,386-94.0% | $115,037-93.3% | $125,391-93.9% |
| Participation rate | 72.7% | 84.2%-11.4pp | 81.4%-8.6pp | 83.2%-10.5pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,443 | $5,166-72.1% | $4,608-68.7% | $4,866-70.3% |
| Participant deferral / active EE | $4,217 | $6,423-34.3% | $6,026-30.0% | $5,352-21.2% |
| Admin fee / account holder | $15 | $9,516-99.8% | $8,175-99.8% | $9,540-99.8% |