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 | $17,643 | $113,935-84.5% | $94,224-81.3% | $125,391-85.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.54% | 5.29%-5.8pp | 10.68%-11.2pp | 282.22%-282.8pp |
| Employer contribution / active EE | $2,951 | $4,727-37.6% | $3,587-17.7% | $4,866-39.4% |
| Participant deferral / active EE | $1,981 | $5,179-61.7% | $4,320-54.1% | $5,352-63.0% |
| Admin fee / account holder | $15 | $8,391-99.8% | $6,269-99.8% | $9,540-99.8% |