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 | $19,152 | $113,935-83.2% | $94,224-79.7% | $125,391-84.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.61% | 5.29%-5.9pp | 10.68%-11.3pp | 282.22%-282.8pp |
| Employer contribution / active EE | $3,151 | $4,727-33.3% | $3,587-12.1% | $4,866-35.2% |
| Participant deferral / active EE | $7,433 | $5,179+43.5% | $4,320+72.1% | $5,352+38.9% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |