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 | $11,642 | $49,280-76.4% | $67,313-82.7% | $64,186-81.9% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -7.59% | -1.39%-6.2pp | -4.08%-3.5pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,708 | $1,668+2.4% | $2,566-33.4% | $2,381-28.3% |
| Participant deferral / active EE | $2,507 | $2,484+0.9% | $3,568-29.7% | $3,470-27.7% |
| Admin fee / account holder | $24 | $3,863-99.4% | $4,507-99.5% | $4,888-99.5% |