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 | $3,295 | $53,018-93.8% | $70,014-95.3% | $62,891-94.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 0.00% | 13.35%-13.3pp | 12.99%-13.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,200 | $1,799-33.3% | $2,338-48.7% | $2,281-47.4% |
| Participant deferral / active EE | $2,022 | $2,395-15.6% | $2,931-31.0% | $3,203-36.9% |
| Admin fee / account holder | $74 | $3,690-98.0% | $4,380-98.3% | $4,296-98.3% |