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 | $2,606 | $77,634-96.6% | $156,549-98.3% | $62,891-95.9% |
| Participation rate | 79.4% | 71.2%+8.2pp | 84.0%-4.6pp | 69.3%+10.1pp |
| Annual return | 0.00% | 50.32%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $904 | $3,444-73.7% | $5,501-83.6% | $2,281-60.4% |
| Participant deferral / active EE | $1,472 | $3,045-51.7% | $4,871-69.8% | $3,203-54.0% |
| Admin fee / account holder | $241 | $5,561-95.7% | $13,027-98.1% | $4,296-94.4% |