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 | $6,801 | $82,032-91.7% | $123,104-94.5% | $59,632-88.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 0.00% | 5.12%-5.1pp | 13.22%-13.2pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $2,437 | $3,297-26.1% | $5,151-52.7% | $2,203+10.6% |
| Participant deferral / active EE | $4,561 | $4,667-2.3% | $6,230-26.8% | $3,192+42.9% |
| Admin fee / account holder | $53 | $5,881-99.1% | $9,015-99.4% | $4,297-98.8% |