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 | $22,951 | $113,935-79.9% | $94,224-75.6% | $125,391-81.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.91% | 5.29%-7.2pp | 10.68%-12.6pp | 282.22%-284.1pp |
| Employer contribution / active EE | $8,153 | $4,727+72.5% | $3,587+127.3% | $4,866+67.5% |
| Participant deferral / active EE | $2,010 | $5,179-61.2% | $4,320-53.5% | $5,352-62.4% |
| Admin fee / account holder | $113 | $8,391-98.7% | $6,269-98.2% | $9,540-98.8% |