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 | $14,789 | $99,032-85.1% | $80,019-81.5% | $135,375-89.1% |
| Participation rate | 75.0% | 78.4%-3.4pp | 75.8%-0.8pp | 82.6%-7.6pp |
| Annual return | -7.71% | 15.39%-23.1pp | 11.22%-18.9pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,064 | $3,043-65.0% | $2,468-56.9% | $4,779-77.7% |
| Participant deferral / active EE | $2,619 | $4,282-38.8% | $3,686-28.9% | $5,609-53.3% |
| Admin fee / account holder | $139 | $10,436-98.7% | $6,521-97.9% | $10,827-98.7% |