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 | $9,190 | $48,274-81.0% | $63,517-85.5% | $59,632-84.6% |
| Participation rate | 98.0% | 66.3%+31.7pp | 71.0%+27.0pp | 68.7%+29.3pp |
| Annual return | 0.74% | -240.79%+241.5pp | -70.30%+71.0pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $3,943 | $1,586+148.6% | $2,322+69.8% | $2,203+79.0% |
| Participant deferral / active EE | $1,683 | $2,343-28.2% | $2,953-43.0% | $3,192-47.3% |
| Admin fee / account holder | $212 | $3,600-94.1% | $5,892-96.4% | $4,297-95.1% |