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 | $16,819 | $95,971-82.5% | $74,550-77.4% | $135,375-87.6% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -8.89% | 56.96%-65.9pp | 32.53%-41.4pp | 519.73%-528.6pp |
| Employer contribution / active EE | $1,261 | $2,716-53.6% | $1,961-35.7% | $4,779-73.6% |
| Participant deferral / active EE | $2,810 | $3,843-26.9% | $3,108-9.6% | $5,609-49.9% |
| Admin fee / account holder | $166 | $6,522-97.5% | $5,060-96.7% | $10,827-98.5% |