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 | $9,022 | $42,383-78.7% | $76,523-88.2% | $64,186-85.9% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -5.57% | -16.54%+11.0pp | -0.27%-5.3pp | 7.63%-13.2pp |
| Employer contribution / active EE | $977 | $1,563-37.5% | $2,647-63.1% | $2,381-59.0% |
| Participant deferral / active EE | $1,086 | $2,566-57.7% | $3,835-71.7% | $3,470-68.7% |
| Admin fee / account holder | $119 | $3,198-96.3% | $4,848-97.6% | $4,888-97.6% |