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 | $5,043 | $54,380-90.7% | $68,509-92.6% | $59,632-91.5% |
| 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 | $1,442 | $1,539-6.3% | $2,278-36.7% | $2,203-34.5% |
| Participant deferral / active EE | $3,237 | $2,643+22.4% | $3,382-4.3% | $3,192+1.4% |
| Admin fee / account holder | $49 | $3,885-98.7% | $5,275-99.1% | $4,297-98.9% |