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 | $10,132 | $131,829-92.3% | $108,579-90.7% | $273,961-96.3% |
| Participation rate | 81.0% | 83.5%-2.5pp | 79.6%+1.4pp | 83.0%-2.1pp |
| Annual return | 0.00% | -91.57%+91.6pp | -51.70%+51.7pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,516 | $4,912-69.1% | $3,758-59.6% | $4,869-68.9% |
| Participant deferral / active EE | $3,640 | $5,127-29.0% | $4,311-15.6% | $5,287-31.2% |
| Admin fee / account holder | $102 | $10,252-99.0% | $7,645-98.7% | $10,132-99.0% |