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 | $13,792 | $50,958-72.9% | $74,550-81.5% | $64,186-78.5% |
| Participation rate | 74.1% | 61.1%+13.0pp | 69.1%+4.9pp | 69.6%+4.5pp |
| Annual return | -7.99% | -1.86%-6.1pp | 32.53%-40.5pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,262 | $1,115+13.2% | $1,961-35.6% | $2,381-47.0% |
| Participant deferral / active EE | $3,106 | $2,301+35.0% | $3,108-0.1% | $3,470-10.5% |
| Admin fee / account holder | $215 | $4,223-94.9% | $5,060-95.8% | $4,888-95.6% |