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 5-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 | $10,866 | $65,041-83.3% | $90,951-88.1% | $79,858-86.4% |
| Participation rate | 74.1% | 61.6%+12.5pp | 69.0%+5.1pp | 69.6%+4.4pp |
| Annual return | 0.00% | 30.45%-30.5pp | 134.60%-134.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $2,130 | $1,247+70.8% | $2,122+0.4% | $2,471-13.8% |
| Participant deferral / active EE | $5,477 | $2,512+118.0% | $3,373+62.4% | $3,740+46.4% |
| Admin fee / account holder | $0 | $4,536-100.0% | $5,959-100.0% | $5,306-100.0% |