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 | $20,542 | $61,660-66.7% | $80,019-74.3% | $64,186-68.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -6.37% | -0.33%-6.0pp | 11.22%-17.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,532 | $1,810-15.4% | $2,468-37.9% | $2,381-35.6% |
| Participant deferral / active EE | $2,178 | $2,968-26.6% | $3,686-40.9% | $3,470-37.2% |
| Admin fee / account holder | $144 | $5,417-97.3% | $6,521-97.8% | $4,888-97.1% |