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 | $8,690 | $53,596-83.8% | $90,645-90.4% | $64,186-86.5% |
| Participation rate | 84.8% | 64.5%+20.3pp | 74.0%+10.8pp | 69.6%+15.2pp |
| Annual return | -5.20% | 4.41%-9.6pp | 1.88%-7.1pp | 7.63%-12.8pp |
| Employer contribution / active EE | $868 | $1,503-42.3% | $2,532-65.7% | $2,381-63.6% |
| Participant deferral / active EE | $2,256 | $2,459-8.3% | $3,425-34.1% | $3,470-35.0% |
| Admin fee / account holder | $232 | $3,868-94.0% | $4,994-95.4% | $4,888-95.3% |