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 | $19,961 | $127,386-84.3% | $115,037-82.6% | $125,391-84.1% |
| Participation rate | 78.6% | 84.2%-5.6pp | 81.4%-2.8pp | 83.2%-4.6pp |
| Annual return | -2.29% | 31.28%-33.6pp | 26.14%-28.4pp | 282.22%-284.5pp |
| Employer contribution / active EE | $1,637 | $5,166-68.3% | $4,608-64.5% | $4,866-66.4% |
| Participant deferral / active EE | $2,856 | $6,423-55.5% | $6,026-52.6% | $5,352-46.6% |
| Admin fee / account holder | $51 | $9,516-99.5% | $8,175-99.4% | $9,540-99.5% |