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 | $9,688 | $99,032-90.2% | $80,019-87.9% | $135,375-92.8% |
| Participation rate | 87.5% | 78.4%+9.1pp | 75.8%+11.7pp | 82.6%+4.9pp |
| Annual return | -3.35% | 15.39%-18.7pp | 11.22%-14.6pp | 519.73%-523.1pp |
| Employer contribution / active EE | $1,658 | $3,043-45.5% | $2,468-32.8% | $4,779-65.3% |
| Participant deferral / active EE | $1,842 | $4,282-57.0% | $3,686-50.0% | $5,609-67.2% |
| Admin fee / account holder | $152 | $10,436-98.5% | $6,521-97.7% | $10,827-98.6% |