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 | $7,321 | $135,952-94.6% | $123,892-94.1% | $273,961-97.3% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,212 | $5,170-76.6% | $4,617-73.7% | $4,869-75.1% |
| Participant deferral / active EE | $3,953 | $6,343-37.7% | $5,984-33.9% | $5,287-25.2% |
| Admin fee / account holder | $6 | $9,817-99.9% | $8,357-99.9% | $10,132-99.9% |