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 | $5,727 | $56,199-89.8% | $67,652-91.5% | $59,632-90.4% |
| Participation rate | 88.6% | 71.5%+17.1pp | 75.7%+12.9pp | 68.7%+19.9pp |
| Annual return | 0.00% | 18505.31%-18505.3pp | 6625.04%-6625.0pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $2,322 | $1,614+43.8% | $2,266+2.5% | $2,203+5.4% |
| Participant deferral / active EE | $3,628 | $2,844+27.6% | $3,560+1.9% | $3,192+13.7% |
| Admin fee / account holder | $204 | $3,958-94.8% | $4,821-95.8% | $4,297-95.2% |