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 | $4,517 | $76,552-94.1% | $123,892-96.4% | $62,891-92.8% |
| Participation rate | 71.4% | 73.0%-1.6pp | 81.4%-10.0pp | 69.3%+2.1pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,475 | $2,883-48.8% | $4,617-68.0% | $2,281-35.3% |
| Participant deferral / active EE | $2,491 | $4,840-48.5% | $5,984-58.4% | $3,203-22.2% |
| Admin fee / account holder | $33 | $4,826-99.3% | $8,357-99.6% | $4,296-99.2% |