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 | $14,440 | $92,222-84.3% | $76,768-81.2% | $135,375-89.3% |
| Participation rate | 93.8% | 79.8%+14.0pp | 77.0%+16.8pp | 82.6%+11.1pp |
| Annual return | -4.93% | 5.46%-10.4pp | 2.43%-7.4pp | 519.73%-524.7pp |
| Employer contribution / active EE | $1,337 | $3,216-58.4% | $2,485-46.2% | $4,779-72.0% |
| Participant deferral / active EE | $2,344 | $4,509-48.0% | $3,852-39.1% | $5,609-58.2% |
| Admin fee / account holder | $3 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |