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 | $3,362 | $54,380-93.8% | $68,509-95.1% | $59,632-94.4% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | 0.00% | 2.83%-2.8pp | 8.27%-8.3pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,294 | $1,539-15.9% | $2,278-43.2% | $2,203-41.2% |
| Participant deferral / active EE | $1,823 | $2,643-31.0% | $3,382-46.1% | $3,192-42.9% |
| Admin fee / account holder | $177 | $3,885-95.4% | $5,275-96.6% | $4,297-95.9% |