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 | $8,423 | $74,879,922-100.0% | $40,145,923-100.0% | $273,961-96.9% |
| Participation rate | 78.3% | 74.1%+4.2pp | 68.4%+9.9pp | 83.0%-4.8pp |
| Annual return | 5.33% | 2.55%+2.8pp | 5.24%+0.1pp | 41.45%-36.1pp |
| Employer contribution / active EE | $825 | $2,350-64.9% | $1,844-55.3% | $4,869-83.1% |
| Participant deferral / active EE | $1,259 | $2,962-57.5% | $2,591-51.4% | $5,287-76.2% |
| Admin fee / account holder | $171 | $3,725-95.4% | $2,903-94.1% | $10,132-98.3% |