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 | $12,577 | $87,540-85.6% | $75,781-83.4% | $125,391-90.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.79% | 13.48%-16.3pp | 9.68%-12.5pp | 282.22%-285.0pp |
| Employer contribution / active EE | $1,807 | $3,930-54.0% | $3,323-45.6% | $4,866-62.9% |
| Participant deferral / active EE | $4,638 | $4,229+9.7% | $3,651+27.0% | $5,352-13.3% |
| Admin fee / account holder | $147 | $6,502-97.7% | $5,299-97.2% | $9,540-98.5% |