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 | $18,032 | $142,344-87.3% | $119,609-84.9% | $134,475-86.6% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -18.53% | -12.44%-6.1pp | -14.97%-3.6pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,674 | $5,222-67.9% | $4,232-60.4% | $4,740-64.7% |
| Participant deferral / active EE | $2,633 | $6,469-59.3% | $5,602-53.0% | $6,400-58.9% |
| Admin fee / account holder | $136 | $13,584-99.0% | $10,323-98.7% | $11,426-98.8% |