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 | $2,707 | $52,681-94.9% | $75,781-96.4% | $59,632-95.5% |
| Participation rate | 74.2% | 67.2%+7.0pp | 75.8%-1.6pp | 68.7%+5.5pp |
| Annual return | 0.00% | 2.95%-3.0pp | 9.68%-9.7pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,278 | $2,193-41.7% | $3,323-61.5% | $2,203-42.0% |
| Participant deferral / active EE | $1,665 | $2,591-35.7% | $3,651-54.4% | $3,192-47.8% |
| Admin fee / account holder | $9 | $3,610-99.7% | $5,299-99.8% | $4,297-99.8% |