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 | $8,388 | $54,541-84.6% | $78,778-89.4% | $70,131-88.0% |
| Participation rate | 83.3% | 60.8%+22.5pp | 69.2%+14.1pp | 69.5%+13.8pp |
| Annual return | 0.00% | 21.07%-21.1pp | 35.62%-35.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,719 | $1,089+58.0% | $1,986-13.4% | $2,342-26.6% |
| Participant deferral / active EE | $4,903 | $2,210+121.8% | $2,958+65.7% | $3,332+47.2% |
| Admin fee / account holder | $0 | $3,709-100.0% | $5,134-100.0% | $4,645-100.0% |