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 | $15,428 | $127,386-87.9% | $115,037-86.6% | $125,391-87.7% |
| Participation rate | 81.3% | 84.2%-2.9pp | 81.4%-0.1pp | 83.2%-1.9pp |
| Annual return | -2.95% | 31.28%-34.2pp | 26.14%-29.1pp | 282.22%-285.2pp |
| Employer contribution / active EE | $2,452 | $5,166-52.5% | $4,608-46.8% | $4,866-49.6% |
| Participant deferral / active EE | $5,604 | $6,423-12.8% | $6,026-7.0% | $5,352+4.7% |
| Admin fee / account holder | $63 | $9,516-99.3% | $8,175-99.2% | $9,540-99.3% |