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 | $14,437 | $131,829-89.0% | $108,579-86.7% | $273,961-94.7% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.6%-8.1pp | 83.0%-11.6pp |
| Annual return | 8.10% | -91.57%+99.7pp | -51.70%+59.8pp | 41.45%-33.4pp |
| Employer contribution / active EE | $2,411 | $4,912-50.9% | $3,758-35.8% | $4,869-50.5% |
| Participant deferral / active EE | $4,457 | $5,127-13.1% | $4,311+3.4% | $5,287-15.7% |
| Admin fee / account holder | $105 | $10,252-99.0% | $7,645-98.6% | $10,132-99.0% |