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 | $19,053 | $127,386-85.0% | $115,037-83.4% | $125,391-84.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.02% | 31.28%-32.3pp | 26.14%-27.2pp | 282.22%-283.2pp |
| Employer contribution / active EE | $2,481 | $5,166-52.0% | $4,608-46.2% | $4,866-49.0% |
| Participant deferral / active EE | $4,948 | $6,423-23.0% | $6,026-17.9% | $5,352-7.5% |
| Admin fee / account holder | $78 | $9,516-99.2% | $8,175-99.0% | $9,540-99.2% |