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 | $10,548 | $135,952-92.2% | $123,892-91.5% | $273,961-96.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.45%-41.5pp |
| Employer contribution / active EE | $4,679 | $5,170-9.5% | $4,617+1.3% | $4,869-3.9% |
| Participant deferral / active EE | $5,848 | $6,343-7.8% | $5,984-2.3% | $5,287+10.6% |
| Admin fee / account holder | $24 | $9,817-99.8% | $8,357-99.7% | $10,132-99.8% |