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 9-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 | $18,603 | $132,239-85.9% | $105,722-82.4% | $273,961-93.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 0.00% | 10.07%-10.1pp | 12.25%-12.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $5,089 | $4,867+4.6% | $4,079+24.8% | $4,869+4.5% |
| Participant deferral / active EE | $13,575 | $6,233+117.8% | $5,326+154.9% | $5,287+156.8% |
| Admin fee / account holder | $0 | $12,032-100.0% | $8,308-100.0% | $10,132-100.0% |