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 | $16,651 | $92,222-81.9% | $76,768-78.3% | $135,375-87.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.96% | 5.46%-11.4pp | 2.43%-8.4pp | 519.73%-525.7pp |
| Employer contribution / active EE | $2,373 | $3,216-26.2% | $2,485-4.5% | $4,779-50.3% |
| Participant deferral / active EE | $3,283 | $4,509-27.2% | $3,852-14.8% | $5,609-41.5% |
| Admin fee / account holder | $7 | $10,748-99.9% | $6,675-99.9% | $10,827-99.9% |