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 | $6,902 | $70,002-90.1% | $115,037-94.0% | $52,331-86.8% |
| Participation rate | 89.2% | 72.1%+17.1pp | 81.4%+7.8pp | 68.1%+21.1pp |
| Annual return | 0.00% | 4.04%-4.0pp | 26.14%-26.1pp | 4.54%-4.5pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $4,574 | $4,920-7.0% | $6,026-24.1% | $3,022+51.4% |
| Admin fee / account holder | $6 | $566-98.9% | $8,175-99.9% | $592-99.0% |