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 | $9,590 | $131,829-92.7% | $108,579-91.2% | $273,961-96.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 13.41% | -91.57%+105.0pp | -51.70%+65.1pp | 41.45%-28.0pp |
| Employer contribution / active EE | $2,557 | $4,912-47.9% | $3,758-32.0% | $4,869-47.5% |
| Participant deferral / active EE | $3,268 | $5,127-36.3% | $4,311-24.2% | $5,287-38.2% |
| Admin fee / account holder | $261 | $10,252-97.5% | $7,645-96.6% | $10,132-97.4% |