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 | $22,728 | $73,004-68.9% | $90,749-75.0% | $68,494-66.8% |
| Participation rate | 91.4% | 70.8%+20.6pp | 75.7%+15.7pp | 67.9%+23.5pp |
| Annual return | -15.70% | -13.81%-1.9pp | -12.16%-3.5pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,580 | $2,193-27.9% | $2,921-45.9% | $2,596-39.1% |
| Participant deferral / active EE | $2,284 | $3,627-37.0% | $4,564-50.0% | $4,027-43.3% |
| Admin fee / account holder | $259 | $5,896-95.6% | $8,445-96.9% | $5,403-95.2% |