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 | $7,016 | $52,681-86.7% | $75,781-90.7% | $59,632-88.2% |
| Participation rate | 87.9% | 67.2%+20.7pp | 75.8%+12.1pp | 68.7%+19.2pp |
| Annual return | 0.00% | 2.95%-3.0pp | 9.68%-9.7pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,614 | $2,193-26.4% | $3,323-51.4% | $2,203-26.7% |
| Participant deferral / active EE | $3,365 | $2,591+29.9% | $3,651-7.9% | $3,192+5.4% |
| Admin fee / account holder | $267 | $3,610-92.6% | $5,299-95.0% | $4,297-93.8% |