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 | $8,385 | $43,075-80.5% | $74,583-88.8% | $62,891-86.7% |
| Participation rate | 83.8% | 58.1%+25.7pp | 68.1%+15.7pp | 69.3%+14.5pp |
| Annual return | 0.00% | 17.50%-17.5pp | 20.47%-20.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,328 | $1,498-11.4% | $2,525-47.4% | $2,281-41.8% |
| Participant deferral / active EE | $1,972 | $2,389-17.5% | $3,458-43.0% | $3,203-38.4% |
| Admin fee / account holder | $68 | $2,840-97.6% | $4,138-98.4% | $4,296-98.4% |