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 | $9,476 | $69,518-86.4% | $59,878-84.2% | $135,375-93.0% |
| Participation rate | 72.7% | 77.8%-5.1pp | 74.7%-2.0pp | 82.6%-9.9pp |
| Annual return | -8.17% | 7.94%-16.1pp | 3.46%-11.6pp | 519.73%-527.9pp |
| Employer contribution / active EE | $842 | $3,235-74.0% | $2,722-69.1% | $4,779-82.4% |
| Participant deferral / active EE | $2,077 | $4,206-50.6% | $3,402-38.9% | $5,609-63.0% |
| Admin fee / account holder | $12 | $5,734-99.8% | $3,590-99.7% | $10,827-99.9% |