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 | $24,504 | $131,829-81.4% | $108,579-77.4% | $273,961-91.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 10.41% | -91.57%+102.0pp | -51.70%+62.1pp | 41.45%-31.0pp |
| Employer contribution / active EE | $1,692 | $4,912-65.6% | $3,758-55.0% | $4,869-65.3% |
| Participant deferral / active EE | $12,709 | $5,127+147.9% | $4,311+194.8% | $5,287+140.4% |
| Admin fee / account holder | $295 | $10,252-97.1% | $7,645-96.1% | $10,132-97.1% |