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 | $20,267 | $131,829-84.6% | $108,579-81.3% | $273,961-92.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.91% | -91.57%+99.5pp | -51.70%+59.6pp | 41.45%-33.5pp |
| Employer contribution / active EE | $2,778 | $4,912-43.5% | $3,758-26.1% | $4,869-42.9% |
| Participant deferral / active EE | $2,219 | $5,127-56.7% | $4,311-48.5% | $5,287-58.0% |
| Admin fee / account holder | $132 | $10,252-98.7% | $7,645-98.3% | $10,132-98.7% |