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 | $15,842 | $105,630-85.0% | $87,507-81.9% | $273,961-94.2% |
| Participation rate | 88.2% | 78.2%+10.0pp | 73.8%+14.4pp | 83.0%+5.2pp |
| Annual return | 0.00% | 12.25%-12.3pp | 12.21%-12.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $647 | $3,141-79.4% | $2,550-74.6% | $4,869-86.7% |
| Participant deferral / active EE | $1,840 | $3,601-48.9% | $3,149-41.6% | $5,287-65.2% |
| Admin fee / account holder | $10 | $4,781-99.8% | $4,221-99.8% | $10,132-99.9% |