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 | $7,708 | $76,552-89.9% | $123,892-93.8% | $62,891-87.7% |
| Participation rate | 76.2% | 73.0%+3.2pp | 81.4%-5.2pp | 69.3%+6.9pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,994 | $2,883-30.8% | $4,617-56.8% | $2,281-12.6% |
| Participant deferral / active EE | $4,872 | $4,840+0.7% | $5,984-18.6% | $3,203+52.1% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |