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 | $17,166 | $78,694-78.2% | $67,652-74.6% | $125,391-86.3% |
| Participation rate | 91.7% | 78.8%+12.9pp | 75.7%+16.0pp | 83.2%+8.5pp |
| Annual return | -0.92% | 9.46%-10.4pp | 6625.04%-6626.0pp | 282.22%-283.1pp |
| Employer contribution / active EE | $1,740 | $3,044-42.8% | $2,266-23.2% | $4,866-64.2% |
| Participant deferral / active EE | $3,016 | $4,292-29.7% | $3,560-15.3% | $5,352-43.7% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |