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 | $7,334 | $52,681-86.1% | $75,781-90.3% | $59,632-87.7% |
| Participation rate | 81.5% | 67.2%+14.3pp | 75.8%+5.7pp | 68.7%+12.8pp |
| Annual return | 0.00% | 2.95%-3.0pp | 9.68%-9.7pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $2,043 | $2,193-6.8% | $3,323-38.5% | $2,203-7.2% |
| Participant deferral / active EE | $3,751 | $2,591+44.8% | $3,651+2.7% | $3,192+17.5% |
| Admin fee / account holder | $199 | $3,610-94.5% | $5,299-96.2% | $4,297-95.4% |