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 | $21,234 | $131,829-83.9% | $108,579-80.4% | $273,961-92.2% |
| Participation rate | 72.2% | 83.5%-11.2pp | 79.6%-7.3pp | 83.0%-10.8pp |
| Annual return | 13.14% | -91.57%+104.7pp | -51.70%+64.8pp | 41.45%-28.3pp |
| Employer contribution / active EE | $1,557 | $4,912-68.3% | $3,758-58.6% | $4,869-68.0% |
| Participant deferral / active EE | $3,298 | $5,127-35.7% | $4,311-23.5% | $5,287-37.6% |
| Admin fee / account holder | $54 | $10,252-99.5% | $7,645-99.3% | $10,132-99.5% |