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 | $8,818 | $52,903-83.3% | $73,307-88.0% | $59,632-85.2% |
| Participation rate | 83.8% | 68.2%+15.6pp | 74.9%+8.9pp | 68.7%+15.1pp |
| Annual return | -0.96% | 12.20%-13.2pp | 5.67%-6.6pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $1,063 | $1,909-44.3% | $3,237-67.2% | $2,203-51.8% |
| Participant deferral / active EE | $5,787 | $4,069+42.2% | $4,991+15.9% | $3,192+81.3% |
| Admin fee / account holder | $236 | $3,834-93.8% | $5,637-95.8% | $4,297-94.5% |