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 | $6,191 | $40,256-84.6% | $57,343-89.2% | $59,632-89.6% |
| Participation rate | 90.6% | 69.2%+21.4pp | 75.1%+15.5pp | 68.7%+22.0pp |
| Annual return | 0.00% | 27.49%-27.5pp | 24.39%-24.4pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $2,277 | $1,922+18.5% | $2,689-15.3% | $2,203+3.4% |
| Participant deferral / active EE | $3,794 | $2,399+58.1% | $3,162+20.0% | $3,192+18.9% |
| Admin fee / account holder | $15 | $2,818-99.5% | $3,356-99.6% | $4,297-99.7% |