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 | $19,005 | $211,958-91.0% | $169,463-88.8% | $135,375-86.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.04% | 3.26%-11.3pp | 1.83%-9.9pp | 519.73%-527.8pp |
| Employer contribution / active EE | $888 | $5,120-82.7% | $4,159-78.7% | $4,779-81.4% |
| Participant deferral / active EE | $2,319 | $6,075-61.8% | $5,277-56.1% | $5,609-58.7% |
| Admin fee / account holder | $49 | $11,471-99.6% | $9,109-99.5% | $10,827-99.6% |