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 | $3,142 | $76,552-95.9% | $123,892-97.5% | $62,891-95.0% |
| Participation rate | 75.6% | 73.0%+2.6pp | 81.4%-5.8pp | 69.3%+6.3pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $3,122 | $2,883+8.3% | $4,617-32.4% | $2,281+36.9% |
| Participant deferral / active EE | $3,732 | $4,840-22.9% | $5,984-37.6% | $3,203+16.5% |
| Admin fee / account holder | $1 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |