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 | $9,479 | $131,829-92.8% | $108,579-91.3% | $273,961-96.5% |
| Participation rate | 77.8% | 83.5%-5.7pp | 79.6%-1.8pp | 83.0%-5.2pp |
| Annual return | 26.35% | -91.57%+117.9pp | -51.70%+78.0pp | 41.45%-15.1pp |
| Employer contribution / active EE | $2,604 | $4,912-47.0% | $3,758-30.7% | $4,869-46.5% |
| Participant deferral / active EE | $3,104 | $5,127-39.5% | $4,311-28.0% | $5,287-41.3% |
| Admin fee / account holder | $152 | $10,252-98.5% | $7,645-98.0% | $10,132-98.5% |