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 | $6,524 | $92,222-92.9% | $76,768-91.5% | $135,375-95.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.55% | 5.46%-11.0pp | 2.43%-8.0pp | 519.73%-525.3pp |
| Employer contribution / active EE | $784 | $3,216-75.6% | $2,485-68.4% | $4,779-83.6% |
| Participant deferral / active EE | $4,065 | $4,509-9.8% | $3,852+5.5% | $5,609-27.5% |
| Admin fee / account holder | $75 | $10,748-99.3% | $6,675-98.9% | $10,827-99.3% |