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 | $8,850 | $107,791-91.8% | $90,645-90.2% | $135,375-93.5% |
| Participation rate | 91.7% | 78.0%+13.6pp | 74.0%+17.6pp | 82.6%+9.0pp |
| Annual return | -9.66% | -0.90%-8.8pp | 1.88%-11.5pp | 519.73%-529.4pp |
| Employer contribution / active EE | $1,073 | $3,018-64.5% | $2,532-57.6% | $4,779-77.5% |
| Participant deferral / active EE | $2,182 | $3,872-43.7% | $3,425-36.3% | $5,609-61.1% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |