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 | $15,598 | $72,177-78.4% | $115,037-86.4% | $59,632-73.8% |
| Participation rate | 77.5% | 72.6%+4.9pp | 81.4%-3.9pp | 68.7%+8.8pp |
| Annual return | -0.53% | 12.02%-12.6pp | 26.14%-26.7pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $1,745 | $2,841-38.6% | $4,608-62.1% | $2,203-20.8% |
| Participant deferral / active EE | $5,671 | $4,783+18.6% | $6,026-5.9% | $3,192+77.7% |
| Admin fee / account holder | $132 | $4,927-97.3% | $8,175-98.4% | $4,297-96.9% |