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 | $12,168 | $135,952-91.0% | $123,892-90.2% | $273,961-95.6% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,535 | $5,170-70.3% | $4,617-66.8% | $4,869-68.5% |
| Participant deferral / active EE | $9,092 | $6,343+43.4% | $5,984+51.9% | $5,287+72.0% |
| Admin fee / account holder | $5 | $9,817-100.0% | $8,357-99.9% | $10,132-100.0% |