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 | $9,840 | $99,341-90.1% | $84,750-88.4% | $273,961-96.4% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,036 | $4,214-75.4% | $3,574-71.0% | $4,869-78.7% |
| Participant deferral / active EE | $6,350 | $4,269+48.7% | $3,712+71.1% | $5,287+20.1% |
| Admin fee / account holder | $42 | $6,644-99.4% | $5,332-99.2% | $10,132-99.6% |