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 | $4,019 | $32,037-87.5% | $69,182-94.2% | $62,891-93.6% |
| Participation rate | 70.2% | 43.4%+26.8pp | 55.1%+15.1pp | 69.3%+0.9pp |
| Annual return | 8.60% | 15.16%-6.6pp | -21.93%+30.5pp | 20.14%-11.5pp |
| Employer contribution / active EE | $476 | $679-29.9% | $1,206-60.6% | $2,281-79.1% |
| Participant deferral / active EE | $1,223 | $1,185+3.2% | $1,897-35.5% | $3,203-61.8% |
| Admin fee / account holder | $68 | $2,608-97.4% | $2,697-97.5% | $4,296-98.4% |