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 | $4,840 | $75,828-93.6% | $147,614-96.7% | $59,632-91.9% |
| Participation rate | 92.6% | 71.6%+21.0pp | 84.6%+8.0pp | 68.7%+23.9pp |
| Annual return | 0.00% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $554 | $3,485-84.1% | $5,564-90.0% | $2,203-74.8% |
| Participant deferral / active EE | $1,355 | $3,130-56.7% | $4,895-72.3% | $3,192-57.6% |
| Admin fee / account holder | $266 | $5,985-95.5% | $11,611-97.7% | $4,297-93.8% |