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 | $15,377 | $92,222-83.3% | $76,768-80.0% | $135,375-88.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.44% | 5.46%-10.9pp | 2.43%-7.9pp | 519.73%-525.2pp |
| Employer contribution / active EE | $777 | $3,216-75.8% | $2,485-68.7% | $4,779-83.7% |
| Participant deferral / active EE | $1,698 | $4,509-62.3% | $3,852-55.9% | $5,609-69.7% |
| Admin fee / account holder | $166 | $10,748-98.5% | $6,675-97.5% | $10,827-98.5% |