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 | $5,260 | $64,307-91.8% | $57,343-90.8% | $125,391-95.8% |
| Participation rate | 85.7% | 78.6%+7.1pp | 75.1%+10.6pp | 83.2%+2.5pp |
| Annual return | 0.00% | 25.12%-25.1pp | 24.39%-24.4pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,265 | $3,193-60.4% | $2,689-52.9% | $4,866-74.0% |
| Participant deferral / active EE | $4,008 | $3,848+4.1% | $3,162+26.7% | $5,352-25.1% |
| Admin fee / account holder | $0 | $5,242-100.0% | $3,356-100.0% | $9,540-100.0% |