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 3-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 | $14,726 | $138,347-89.4% | $184,203-92.0% | $80,856-81.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 0.00% | 20.02%-20.0pp | 28.81%-28.8pp | 35.59%-35.6pp |
| Employer contribution / active EE | $2,111 | $4,850-56.5% | $6,427-67.2% | $2,755-23.4% |
| Participant deferral / active EE | $5,636 | $7,071-20.3% | $9,131-38.3% | $4,296+31.2% |
| Admin fee / account holder | $0 | $10,483-100.0% | $13,901-100.0% | $6,918-100.0% |