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 | $23,469 | $131,829-82.2% | $108,579-78.4% | $273,961-91.4% |
| Participation rate | 93.8% | 83.5%+10.3pp | 79.6%+14.2pp | 83.0%+10.7pp |
| Annual return | 6.38% | -91.57%+97.9pp | -51.70%+58.1pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,584 | $4,912-67.8% | $3,758-57.9% | $4,869-67.5% |
| Participant deferral / active EE | $2,488 | $5,127-51.5% | $4,311-42.3% | $5,287-52.9% |
| Admin fee / account holder | $10 | $10,252-99.9% | $7,645-99.9% | $10,132-99.9% |