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 | $12,438 | $131,829-90.6% | $108,579-88.5% | $273,961-95.5% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | 10.62% | -91.57%+102.2pp | -51.70%+62.3pp | 41.45%-30.8pp |
| Employer contribution / active EE | $2,252 | $4,912-54.2% | $3,758-40.1% | $4,869-53.7% |
| Participant deferral / active EE | $3,160 | $5,127-38.4% | $4,311-26.7% | $5,287-40.2% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |