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 | $14,978 | $127,100-88.2% | $105,738-85.8% | $135,375-88.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 76.3%-1.3pp | 82.6%-7.6pp |
| Annual return | -7.42% | 4.49%-11.9pp | 6.27%-13.7pp | 519.73%-527.1pp |
| Employer contribution / active EE | $1,498 | $4,107-63.5% | $3,268-54.2% | $4,779-68.7% |
| Participant deferral / active EE | $2,676 | $5,064-47.2% | $4,080-34.4% | $5,609-52.3% |
| Admin fee / account holder | $15 | $9,087-99.8% | $6,913-99.8% | $10,827-99.9% |