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 | $7,724 | $45,566-83.0% | $64,105-88.0% | $59,632-87.0% |
| Participation rate | 88.2% | 60.2%+28.1pp | 68.2%+20.1pp | 68.7%+19.6pp |
| Annual return | 0.00% | 4.95%-4.9pp | 791.24%-791.2pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,045 | $934+11.9% | $1,820-42.6% | $2,203-52.6% |
| Participant deferral / active EE | $1,902 | $2,057-7.5% | $2,822-32.6% | $3,192-40.4% |
| Admin fee / account holder | $237 | $3,268-92.7% | $4,499-94.7% | $4,297-94.5% |