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 | $4,380 | $60,349-92.7% | $74,183-94.1% | $62,891-93.0% |
| Participation rate | 90.5% | 72.7%+17.8pp | 76.6%+13.9pp | 69.3%+21.2pp |
| Annual return | 0.00% | 21.37%-21.4pp | 17.74%-17.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,489 | $1,680-11.4% | $2,370-37.2% | $2,281-34.7% |
| Participant deferral / active EE | $2,739 | $2,856-4.1% | $3,550-22.9% | $3,203-14.5% |
| Admin fee / account holder | $32 | $4,261-99.3% | $5,586-99.4% | $4,296-99.3% |