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 | $4,964 | $32,037-84.5% | $69,182-92.8% | $62,891-92.1% |
| Participation rate | 86.2% | 43.4%+42.8pp | 55.1%+31.1pp | 69.3%+16.9pp |
| Annual return | 0.00% | 15.16%-15.2pp | -21.93%+21.9pp | 20.14%-20.1pp |
| Employer contribution / active EE | $742 | $679+9.2% | $1,206-38.5% | $2,281-67.5% |
| Participant deferral / active EE | $3,487 | $1,185+194.1% | $1,897+83.8% | $3,203+8.9% |
| Admin fee / account holder | $16 | $2,608-99.4% | $2,697-99.4% | $4,296-99.6% |