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 | $4,796 | $56,054-91.4% | $171,082-97.2% | $62,891-92.4% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 0.00% | 22.52%-22.5pp | 32.56%-32.6pp | 20.14%-20.1pp |
| Employer contribution / active EE | $3,451 | $1,731+99.3% | $4,002-13.8% | $2,281+51.3% |
| Participant deferral / active EE | $1,652 | $3,158-47.7% | $4,797-65.6% | $3,203-48.4% |
| Admin fee / account holder | $0 | $3,647-100.0% | $8,520-100.0% | $4,296-100.0% |