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 | $4,764 | $215,361-97.8% | $171,082-97.2% | $273,961-98.3% |
| Participation rate | 75.0% | 82.0%-7.0pp | 76.7%-1.7pp | 83.0%-8.0pp |
| Annual return | 0.00% | 25.14%-25.1pp | 32.56%-32.6pp | 41.45%-41.5pp |
| Employer contribution / active EE | $877 | $4,967-82.3% | $4,002-78.1% | $4,869-82.0% |
| Participant deferral / active EE | $2,623 | $5,543-52.7% | $4,797-45.3% | $5,287-50.4% |
| Admin fee / account holder | $1 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |