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 | $5,080 | $61,660-91.8% | $80,019-93.7% | $64,186-92.1% |
| Participation rate | 95.2% | 71.7%+23.5pp | 75.8%+19.4pp | 69.6%+25.7pp |
| Annual return | -6.51% | -0.33%-6.2pp | 11.22%-17.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,381 | $1,810+31.5% | $2,468-3.5% | $2,3810% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $272 | $5,417-95.0% | $6,521-95.8% | $4,888-94.4% |