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 | $5,119 | $65,685-92.2% | $57,179-91.0% | $273,961-98.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 0.00% | 21.99%-22.0pp | 14.59%-14.6pp | 41.45%-41.5pp |
| Employer contribution / active EE | $3,299 | $3,279+0.6% | $2,682+23.0% | $4,869-32.2% |
| Participant deferral / active EE | $2,214 | $3,782-41.5% | $3,096-28.5% | $5,287-58.1% |
| Admin fee / account holder | $71 | $4,835-98.5% | $3,139-97.7% | $10,132-99.3% |