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 | $2,785 | $90,503-96.9% | $78,689-96.5% | $273,961-99.0% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 0.00% | 75.60%-75.6pp | 62.18%-62.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,083 | $3,176-65.9% | $2,851-62.0% | $4,869-77.8% |
| Participant deferral / active EE | $1,277 | $3,901-67.3% | $3,517-63.7% | $5,287-75.8% |
| Admin fee / account holder | $5 | $5,263-99.9% | $4,510-99.9% | $10,132-99.9% |