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 | $7,269 | $140,578-94.8% | $100,671-92.8% | $125,391-94.2% |
| Participation rate | 80.0% | 80.4%-0.4pp | 70.7%+9.3pp | 83.2%-3.2pp |
| Annual return | -3.27% | 24.67%-27.9pp | 20.43%-23.7pp | 282.22%-285.5pp |
| Employer contribution / active EE | $983 | $5,965-83.5% | $4,012-75.5% | $4,866-79.8% |
| Participant deferral / active EE | $1,989 | $3,981-50.0% | $3,144-36.7% | $5,352-62.8% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,540-100.0% |