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 | $3,956 | $87,841-95.5% | $133,980-97.0% | $62,891-93.7% |
| Participation rate | 96.4% | 83.4%+13.0pp | 87.1%+9.4pp | 69.3%+27.1pp |
| Annual return | 0.00% | 12.05%-12.1pp | 29.30%-29.3pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,535 | $3,483-55.9% | $5,211-70.5% | $2,281-32.7% |
| Participant deferral / active EE | $2,652 | $4,812-44.9% | $6,282-57.8% | $3,203-17.2% |
| Admin fee / account holder | $39 | $5,371-99.3% | $9,324-99.6% | $4,296-99.1% |