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 | $5,646 | $96,956-94.2% | $70,014-91.9% | $273,961-97.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 0.00% | 12.93%-12.9pp | 12.99%-13.0pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,439 | $3,316-56.6% | $2,338-38.4% | $4,869-70.4% |
| Participant deferral / active EE | $4,151 | $3,744+10.9% | $2,931+41.6% | $5,287-21.5% |
| Admin fee / account holder | $143 | $7,934-98.2% | $4,380-96.7% | $10,132-98.6% |