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 | $1,981 | $87,540-97.7% | $75,781-97.4% | $125,391-98.4% |
| Participation rate | 81.0% | 80.2%+0.8pp | 75.8%+5.1pp | 83.2%-2.2pp |
| Annual return | 0.00% | 13.48%-13.5pp | 9.68%-9.7pp | 282.22%-282.2pp |
| Employer contribution / active EE | $729 | $3,930-81.5% | $3,323-78.1% | $4,866-85.0% |
| Participant deferral / active EE | $1,096 | $4,229-74.1% | $3,651-70.0% | $5,352-79.5% |
| Admin fee / account holder | $32 | $6,502-99.5% | $5,299-99.4% | $9,540-99.7% |