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 | $12,062 | $67,411-82.1% | $91,001-86.7% | $70,131-82.8% |
| Participation rate | 77.1% | 71.4%+5.8pp | 75.6%+1.5pp | 69.5%+7.6pp |
| Annual return | 19.10% | -40.16%+59.3pp | 4.60%+14.5pp | 73.14%-54.0pp |
| Employer contribution / active EE | $1,294 | $1,786-27.6% | $2,456-47.3% | $2,342-44.8% |
| Participant deferral / active EE | $1,778 | $2,823-37.0% | $3,547-49.9% | $3,332-46.6% |
| Admin fee / account holder | $202 | $4,236-95.2% | $5,417-96.3% | $4,645-95.6% |