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 | $5,351 | $56,199-90.5% | $67,652-92.1% | $59,632-91.0% |
| Participation rate | 82.4% | 71.5%+11.0pp | 75.7%+6.8pp | 68.7%+13.8pp |
| Annual return | 0.00% | 18505.31%-18505.3pp | 6625.04%-6625.0pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,623 | $1,614+0.5% | $2,266-28.4% | $2,203-26.3% |
| Participant deferral / active EE | $3,289 | $2,844+15.6% | $3,560-7.6% | $3,192+3.0% |
| Admin fee / account holder | $155 | $3,958-96.1% | $4,821-96.8% | $4,297-96.4% |