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 | $20,541 | $215,361-90.5% | $171,082-88.0% | $273,961-92.5% |
| Participation rate | 75.0% | 82.0%-7.0pp | 76.7%-1.7pp | 83.0%-8.0pp |
| Annual return | 0.00% | 25.14%-25.1pp | 32.56%-32.6pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,139 | $4,967-77.1% | $4,002-71.5% | $4,869-76.6% |
| Participant deferral / active EE | $13,753 | $5,543+148.1% | $4,797+186.7% | $5,287+160.1% |
| Admin fee / account holder | $57 | $10,846-99.5% | $8,520-99.3% | $10,132-99.4% |