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 | $9,633 | $88,707-89.1% | $74,183-87.0% | $273,961-96.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.00% | 11.94%-11.9pp | 17.74%-17.7pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,753 | $3,159-44.5% | $2,370-26.0% | $4,869-64.0% |
| Participant deferral / active EE | $3,600 | $4,212-14.5% | $3,550+1.4% | $5,287-31.9% |
| Admin fee / account holder | $128 | $8,717-98.5% | $5,586-97.7% | $10,132-98.7% |