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 | $6,073 | $197,825-96.9% | $155,790-96.1% | $125,391-95.2% |
| Participation rate | 75.0% | 82.1%-7.1pp | 76.1%-1.1pp | 83.2%-8.2pp |
| Annual return | -0.37% | 86.74%-87.1pp | 71.54%-71.9pp | 282.22%-282.6pp |
| Employer contribution / active EE | $500 | $4,847-89.7% | $3,836-87.0% | $4,866-89.7% |
| Participant deferral / active EE | $1,713 | $5,630-69.6% | $4,797-64.3% | $5,352-68.0% |
| Admin fee / account holder | $0 | $9,545-100.0% | $7,478-100.0% | $9,540-100.0% |