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 5-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 | $13,282 | $115,882-88.5% | $100,516-86.8% | $158,922-91.6% |
| Participation rate | 95.8% | 81.6%+14.3pp | 79.4%+16.4pp | 82.0%+13.9pp |
| Annual return | 0.00% | 34.79%-34.8pp | 30.89%-30.9pp | 302.83%-302.8pp |
| Employer contribution / active EE | $3,615 | $4,103-11.9% | $3,418+5.8% | $4,761-24.1% |
| Participant deferral / active EE | $6,182 | $6,674-7.4% | $6,270-1.4% | $5,982+3.3% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |