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 | $23,015 | $131,829-82.5% | $108,579-78.8% | $273,961-91.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 13.70% | -91.57%+105.3pp | -51.70%+65.4pp | 41.45%-27.8pp |
| Employer contribution / active EE | $1,004 | $4,912-79.6% | $3,758-73.3% | $4,869-79.4% |
| Participant deferral / active EE | $7,270 | $5,127+41.8% | $4,311+68.6% | $5,287+37.5% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |