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 | $5,976 | $52,681-88.7% | $75,781-92.1% | $59,632-90.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 0.00% | 2.95%-3.0pp | 9.68%-9.7pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,980 | $2,193-9.7% | $3,323-40.4% | $2,203-10.1% |
| Participant deferral / active EE | $4,275 | $2,591+65.0% | $3,651+17.1% | $3,192+33.9% |
| Admin fee / account holder | $26 | $3,610-99.3% | $5,299-99.5% | $4,297-99.4% |