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 | $16,773 | $131,829-87.3% | $108,579-84.6% | $273,961-93.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.84% | -91.57%+99.4pp | -51.70%+59.5pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,837 | $4,912-62.6% | $3,758-51.1% | $4,869-62.3% |
| Participant deferral / active EE | $2,100 | $5,127-59.0% | $4,311-51.3% | $5,287-60.3% |
| Admin fee / account holder | $232 | $10,252-97.7% | $7,645-97.0% | $10,132-97.7% |