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 | $5,562 | $58,828-90.5% | $77,999-92.9% | $62,891-91.2% |
| Participation rate | 73.2% | 71.1%+2.1pp | 75.5%-2.4pp | 69.3%+3.9pp |
| Annual return | 0.00% | 17.16%-17.2pp | 425.96%-426.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $476 | $1,672-71.5% | $2,470-80.7% | $2,281-79.1% |
| Participant deferral / active EE | $3,172 | $2,686+18.1% | $3,497-9.3% | $3,203-1.0% |
| Admin fee / account holder | $84 | $4,393-98.1% | $5,480-98.5% | $4,296-98.0% |