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 | $22,508 | $131,829-82.9% | $108,579-79.3% | $273,961-91.8% |
| Participation rate | 76.2% | 83.5%-7.3pp | 79.6%-3.4pp | 83.0%-6.8pp |
| Annual return | 10.98% | -91.57%+102.5pp | -51.70%+62.7pp | 41.45%-30.5pp |
| Employer contribution / active EE | $2,211 | $4,912-55.0% | $3,758-41.2% | $4,869-54.6% |
| Participant deferral / active EE | $4,462 | $5,127-13.0% | $4,311+3.5% | $5,287-15.6% |
| Admin fee / account holder | $146 | $10,252-98.6% | $7,645-98.1% | $10,132-98.6% |