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 | $18,073 | $92,222-80.4% | $76,768-76.5% | $135,375-86.6% |
| Participation rate | 86.7% | 79.8%+6.9pp | 77.0%+9.7pp | 82.6%+4.0pp |
| Annual return | -7.96% | 5.46%-13.4pp | 2.43%-10.4pp | 519.73%-527.7pp |
| Employer contribution / active EE | $2,411 | $3,216-25.0% | $2,485-3.0% | $4,779-49.6% |
| Participant deferral / active EE | $3,681 | $4,509-18.4% | $3,852-4.4% | $5,609-34.4% |
| Admin fee / account holder | $31 | $10,748-99.7% | $6,675-99.5% | $10,827-99.7% |