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 | $9,025 | $77,634-88.4% | $156,549-94.2% | $62,891-85.7% |
| Participation rate | 76.0% | 71.2%+4.8pp | 84.0%-8.0pp | 69.3%+6.7pp |
| Annual return | 0.00% | 50.32%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $494 | $3,444-85.7% | $5,501-91.0% | $2,281-78.3% |
| Participant deferral / active EE | $2,111 | $3,045-30.7% | $4,871-56.7% | $3,203-34.1% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,027-100.0% | $4,296-100.0% |