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 | $10,192 | $87,540-88.4% | $75,781-86.6% | $125,391-91.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.88% | 13.48%-16.4pp | 9.68%-12.6pp | 282.22%-285.1pp |
| Employer contribution / active EE | $1,057 | $3,930-73.1% | $3,323-68.2% | $4,866-78.3% |
| Participant deferral / active EE | $5,685 | $4,229+34.4% | $3,651+55.7% | $5,352+6.2% |
| Admin fee / account holder | $128 | $6,502-98.0% | $5,299-97.6% | $9,540-98.7% |