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 | $6,486 | $48,364-86.6% | $71,796-91.0% | $62,891-89.7% |
| Participation rate | 80.0% | 60.6%+19.4pp | 69.1%+10.9pp | 69.3%+10.7pp |
| Annual return | 0.00% | 13.16%-13.2pp | 78.04%-78.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $653 | $1,042-37.3% | $1,924-66.1% | $2,281-71.4% |
| Participant deferral / active EE | $949 | $2,091-54.6% | $2,794-66.0% | $3,203-70.4% |
| Admin fee / account holder | $250 | $3,771-93.4% | $4,815-94.8% | $4,296-94.2% |