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 | $5,853 | $135,952-95.7% | $123,892-95.3% | $273,961-97.9% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,229 | $5,170-76.2% | $4,617-73.4% | $4,869-74.8% |
| Participant deferral / active EE | $3,796 | $6,343-40.1% | $5,984-36.6% | $5,287-28.2% |
| Admin fee / account holder | $32 | $9,817-99.7% | $8,357-99.6% | $10,132-99.7% |