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 | $12,499 | $75,935-83.5% | $60,547-79.4% | $125,391-90.0% |
| Participation rate | 80.0% | 76.5%+3.5pp | 68.0%+12.0pp | 83.2%-3.2pp |
| Annual return | 0.00% | -5.38%+5.4pp | 335.64%-335.6pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,340 | $3,438-61.0% | $2,419-44.6% | $4,866-72.5% |
| Participant deferral / active EE | $1,545 | $4,506-65.7% | $3,328-53.6% | $5,352-71.1% |
| Admin fee / account holder | $263 | $6,768-96.1% | $4,536-94.2% | $9,540-97.2% |