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 | $19,871 | $113,935-82.6% | $94,224-78.9% | $125,391-84.2% |
| Participation rate | 83.3% | 82.9%+0.4pp | 78.8%+4.6pp | 83.2%+0.1pp |
| Annual return | -1.56% | 5.29%-6.9pp | 10.68%-12.2pp | 282.22%-283.8pp |
| Employer contribution / active EE | $2,052 | $4,727-56.6% | $3,587-42.8% | $4,866-57.8% |
| Participant deferral / active EE | $4,292 | $5,179-17.1% | $4,320-0.6% | $5,352-19.8% |
| Admin fee / account holder | $15 | $8,391-99.8% | $6,269-99.8% | $9,540-99.8% |