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 | $2,328 | $48,076-95.2% | $78,689-97.0% | $62,891-96.3% |
| Participation rate | 75.0% | 65.2%+9.8pp | 73.6%+1.4pp | 69.3%+5.7pp |
| Annual return | 0.00% | 31.35%-31.4pp | 62.18%-62.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $439 | $2,015-78.2% | $2,851-84.6% | $2,281-80.7% |
| Participant deferral / active EE | $1,210 | $2,588-53.3% | $3,517-65.6% | $3,203-62.2% |
| Admin fee / account holder | $165 | $3,207-94.9% | $4,510-96.4% | $4,296-96.2% |