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 | $17,474 | $127,100-86.3% | $105,738-83.5% | $135,375-87.1% |
| Participation rate | 88.9% | 82.7%+6.2pp | 76.3%+12.6pp | 82.6%+6.2pp |
| Annual return | -7.09% | 4.49%-11.6pp | 6.27%-13.4pp | 519.73%-526.8pp |
| Employer contribution / active EE | $1,276 | $4,107-68.9% | $3,268-61.0% | $4,779-73.3% |
| Participant deferral / active EE | $3,512 | $5,064-30.7% | $4,080-13.9% | $5,609-37.4% |
| Admin fee / account holder | $43 | $9,087-99.5% | $6,913-99.4% | $10,827-99.6% |