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 | $9,373 | $131,829-92.9% | $108,579-91.4% | $273,961-96.6% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.6%-8.1pp | 83.0%-11.6pp |
| Annual return | 35.55% | -91.57%+127.1pp | -51.70%+87.2pp | 41.45%-5.9pp |
| Employer contribution / active EE | $1,468 | $4,912-70.1% | $3,758-60.9% | $4,869-69.9% |
| Participant deferral / active EE | $7,275 | $5,127+41.9% | $4,311+68.8% | $5,287+37.6% |
| Admin fee / account holder | $134 | $10,252-98.7% | $7,645-98.2% | $10,132-98.7% |