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 | $19,486 | $131,829-85.2% | $108,579-82.1% | $273,961-92.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.58% | -91.57%+96.2pp | -51.70%+56.3pp | 41.45%-36.9pp |
| Employer contribution / active EE | $2,989 | $4,912-39.1% | $3,758-20.5% | $4,869-38.6% |
| Participant deferral / active EE | $2,842 | $5,127-44.6% | $4,311-34.1% | $5,287-46.3% |
| Admin fee / account holder | $46 | $10,252-99.6% | $7,645-99.4% | $10,132-99.5% |