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 | $10,348 | $48,364-78.6% | $71,796-85.6% | $62,891-83.5% |
| Participation rate | 85.7% | 60.6%+25.1pp | 69.1%+16.6pp | 69.3%+16.4pp |
| Annual return | 0.00% | 13.16%-13.2pp | 78.04%-78.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,148 | $1,042+10.1% | $1,924-40.4% | $2,281-49.7% |
| Participant deferral / active EE | $1,704 | $2,091-18.5% | $2,794-39.0% | $3,203-46.8% |
| Admin fee / account holder | $0 | $3,771-100.0% | $4,815-100.0% | $4,296-100.0% |