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 | $8,026 | $45,152-82.2% | $73,843-89.1% | $59,632-86.5% |
| Participation rate | 75.0% | 64.0%+11.0pp | 73.4%+1.6pp | 68.7%+6.3pp |
| Annual return | -2.17% | 27.40%-29.6pp | 2267.84%-2270.0pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $570 | $1,902-70.0% | $2,787-79.6% | $2,203-74.1% |
| Participant deferral / active EE | $3,455 | $2,574+34.2% | $3,583-3.6% | $3,192+8.2% |
| Admin fee / account holder | $32 | $3,516-99.1% | $4,880-99.4% | $4,297-99.3% |