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 | $58,242 | $297,529-80.4% | $246,525-76.4% | $357,791-83.7% |
| Participation rate | 71.4% | 86.5%-15.1pp | 82.0%-10.5pp | 85.6%-14.2pp |
| Annual return | 17.40% | -2.25%+19.7pp | 0.46%+16.9pp | 396.79%-379.4pp |
| Employer contribution / active EE | $15,536 | $8,709+78.4% | $7,467+108.1% | $7,508+106.9% |
| Participant deferral / active EE | $14,571 | $6,076+139.8% | $5,422+168.7% | $5,521+163.9% |
| Admin fee / account holder | $0 | $16,212-100.0% | $16,551-100.0% | $28,387-100.0% |