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 | $4,960 | $131,829-96.2% | $108,579-95.4% | $273,961-98.2% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | 0.00% | -91.57%+91.6pp | -51.70%+51.7pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,060 | $4,912-78.4% | $3,758-71.8% | $4,869-78.2% |
| Participant deferral / active EE | $1,660 | $5,127-67.6% | $4,311-61.5% | $5,287-68.6% |
| Admin fee / account holder | $16 | $10,252-99.8% | $7,645-99.8% | $10,132-99.8% |