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 | $13,060 | $131,829-90.1% | $108,579-88.0% | $273,961-95.2% |
| Participation rate | 70.0% | 83.5%-13.5pp | 79.6%-9.6pp | 83.0%-13.0pp |
| Annual return | 0.00% | -91.57%+91.6pp | -51.70%+51.7pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,645 | $4,912-66.5% | $3,758-56.2% | $4,869-66.2% |
| Participant deferral / active EE | $4,116 | $5,127-19.7% | $4,311-4.5% | $5,287-22.1% |
| Admin fee / account holder | $239 | $10,252-97.7% | $7,645-96.9% | $10,132-97.6% |