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 | $13,767 | $181,894-92.4% | $156,549-91.2% | $273,961-95.0% |
| Participation rate | 81.8% | 88.4%-6.6pp | 84.0%-2.2pp | 83.0%-1.2pp |
| Annual return | 0.00% | 30.74%-30.7pp | 32.23%-32.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,343 | $6,248-78.5% | $5,501-75.6% | $4,869-72.4% |
| Participant deferral / active EE | $3,515 | $5,550-36.7% | $4,871-27.8% | $5,287-33.5% |
| Admin fee / account holder | $98 | $15,559-99.4% | $13,027-99.2% | $10,132-99.0% |