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 | $10,390 | $96,956-89.3% | $70,014-85.2% | $273,961-96.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 0.00% | 12.93%-12.9pp | 12.99%-13.0pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,736 | $3,316-47.6% | $2,338-25.8% | $4,869-64.3% |
| Participant deferral / active EE | $9,039 | $3,744+141.4% | $2,931+208.4% | $5,287+71.0% |
| Admin fee / account holder | $190 | $7,934-97.6% | $4,380-95.7% | $10,132-98.1% |