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 | $2,899 | $83,337-96.5% | $67,834-95.7% | $273,961-98.9% |
| Participation rate | 71.4% | 76.4%-5.0pp | 68.8%+2.6pp | 83.0%-11.6pp |
| Annual return | 0.00% | 259.45%-259.4pp | 138.47%-138.5pp | 41.45%-41.5pp |
| Employer contribution / active EE | $611 | $3,287-81.4% | $2,403-74.6% | $4,869-87.5% |
| Participant deferral / active EE | $1,522 | $4,088-62.8% | $3,160-51.8% | $5,287-71.2% |
| Admin fee / account holder | $185 | $6,752-97.3% | $4,622-96.0% | $10,132-98.2% |