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 | $8,956 | $181,894-95.1% | $156,549-94.3% | $273,961-96.7% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 0.00% | 30.74%-30.7pp | 32.23%-32.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $2,122 | $6,248-66.0% | $5,501-61.4% | $4,869-56.4% |
| Participant deferral / active EE | $4,620 | $5,550-16.8% | $4,871-5.2% | $5,287-12.6% |
| Admin fee / account holder | $8 | $15,559-100.0% | $13,027-99.9% | $10,132-99.9% |