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 | $17,962 | $127,386-85.9% | $115,037-84.4% | $125,391-85.7% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | 0.20% | 31.28%-31.1pp | 26.14%-25.9pp | 282.22%-282.0pp |
| Employer contribution / active EE | $2,487 | $5,166-51.9% | $4,608-46.0% | $4,866-48.9% |
| Participant deferral / active EE | $7,532 | $6,423+17.3% | $6,026+25.0% | $5,352+40.7% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |