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 | $14,837 | $131,829-88.7% | $108,579-86.3% | $273,961-94.6% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | 13.27% | -91.57%+104.8pp | -51.70%+65.0pp | 41.45%-28.2pp |
| Employer contribution / active EE | $1,716 | $4,912-65.1% | $3,758-54.3% | $4,869-64.8% |
| Participant deferral / active EE | $4,962 | $5,127-3.2% | $4,311+15.1% | $5,287-6.2% |
| Admin fee / account holder | $49 | $10,252-99.5% | $7,645-99.4% | $10,132-99.5% |