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 | $1,588 | $136,307-98.8% | $106,619-98.5% | $273,961-99.4% |
| Participation rate | 87.5% | 84.8%+2.7pp | 78.0%+9.5pp | 83.0%+4.5pp |
| Annual return | 0.00% | 11.05%-11.1pp | 9.42%-9.4pp | 41.45%-41.5pp |
| Employer contribution / active EE | $0 | $5,190-100.0% | $3,947-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,512 | $4,969-69.6% | $3,930-61.5% | $5,287-71.4% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,132-100.0% |