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 | $11,714 | $140,578-91.7% | $100,671-88.4% | $125,391-90.7% |
| Participation rate | 83.3% | 80.4%+2.9pp | 70.7%+12.6pp | 83.2%+0.1pp |
| Annual return | 0.00% | 24.67%-24.7pp | 20.43%-20.4pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,169 | $5,965-80.4% | $4,012-70.9% | $4,866-76.0% |
| Participant deferral / active EE | $2,502 | $3,981-37.2% | $3,144-20.4% | $5,352-53.3% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,540-100.0% |