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 | $2,767 | $96,557-97.1% | $80,975-96.6% | $273,961-99.0% |
| Participation rate | 80.0% | 79.1%+0.9pp | 75.8%+4.2pp | 83.0%-3.0pp |
| Annual return | 0.00% | 15.14%-15.1pp | 17.10%-17.1pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,052 | $4,868-78.4% | $3,714-71.7% | $4,869-78.4% |
| Participant deferral / active EE | $2,159 | $6,598-67.3% | $5,696-62.1% | $5,287-59.2% |
| Admin fee / account holder | $4 | $7,492-100.0% | $5,516-99.9% | $10,132-100.0% |