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 | $4,575 | $48,076-90.5% | $78,689-94.2% | $62,891-92.7% |
| Participation rate | 97.9% | 65.2%+32.7pp | 73.6%+24.4pp | 69.3%+28.6pp |
| Annual return | 0.00% | 31.35%-31.4pp | 62.18%-62.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,853 | $2,015-8.0% | $2,851-35.0% | $2,281-18.7% |
| Participant deferral / active EE | $3,003 | $2,588+16.0% | $3,517-14.6% | $3,203-6.2% |
| Admin fee / account holder | $33 | $3,207-99.0% | $4,510-99.3% | $4,296-99.2% |