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 | $5,862 | $113,935-94.9% | $94,224-93.8% | $125,391-95.3% |
| Participation rate | 91.7% | 82.9%+8.8pp | 78.8%+12.9pp | 83.2%+8.5pp |
| Annual return | 0.00% | 5.29%-5.3pp | 10.68%-10.7pp | 282.22%-282.2pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,887 | $5,179-5.6% | $4,320+13.1% | $5,352-8.7% |
| Admin fee / account holder | $209 | $8,391-97.5% | $6,269-96.7% | $9,540-97.8% |