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 | $5,480 | $99,341-94.5% | $84,750-93.5% | $273,961-98.0% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,512 | $4,214-64.1% | $3,574-57.7% | $4,869-68.9% |
| Participant deferral / active EE | $3,047 | $4,269-28.6% | $3,712-17.9% | $5,287-42.4% |
| Admin fee / account holder | $151 | $6,644-97.7% | $5,332-97.2% | $10,132-98.5% |