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 | $10,377 | $127,386-91.9% | $115,037-91.0% | $125,391-91.7% |
| Participation rate | 76.9% | 84.2%-7.2pp | 81.4%-4.4pp | 83.2%-6.3pp |
| Annual return | -2.06% | 31.28%-33.3pp | 26.14%-28.2pp | 282.22%-284.3pp |
| Employer contribution / active EE | $1,535 | $5,166-70.3% | $4,608-66.7% | $4,866-68.5% |
| Participant deferral / active EE | $2,690 | $6,423-58.1% | $6,026-55.4% | $5,352-49.7% |
| Admin fee / account holder | $45 | $9,516-99.5% | $8,175-99.5% | $9,540-99.5% |