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 | $4,527 | $45,438-90.0% | $80,004-94.3% | $59,632-92.4% |
| Participation rate | 81.8% | 63.7%+18.1pp | 73.0%+8.8pp | 68.7%+13.1pp |
| Annual return | 0.00% | 5.10%-5.1pp | 7.63%-7.6pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,879 | $1,236+52.1% | $2,473-24.0% | $2,203-14.7% |
| Participant deferral / active EE | $2,476 | $2,231+11.0% | $3,204-22.7% | $3,192-22.4% |
| Admin fee / account holder | $36 | $3,464-99.0% | $5,033-99.3% | $4,297-99.2% |