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 | $17,981 | $113,935-84.2% | $94,224-80.9% | $125,391-85.7% |
| Participation rate | 75.0% | 82.9%-7.9pp | 78.8%-3.8pp | 83.2%-8.2pp |
| Annual return | -0.78% | 5.29%-6.1pp | 10.68%-11.5pp | 282.22%-283.0pp |
| Employer contribution / active EE | $1,238 | $4,727-73.8% | $3,587-65.5% | $4,866-74.6% |
| Participant deferral / active EE | $6,764 | $5,179+30.6% | $4,320+56.6% | $5,352+26.4% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |