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 | $9,847 | $131,829-92.5% | $108,579-90.9% | $273,961-96.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 3.94% | -91.57%+95.5pp | -51.70%+55.6pp | 41.45%-37.5pp |
| Employer contribution / active EE | $3,770 | $4,912-23.3% | $3,758+0.3% | $4,869-22.6% |
| Participant deferral / active EE | $3,770 | $5,127-26.5% | $4,311-12.5% | $5,287-28.7% |
| Admin fee / account holder | $60 | $10,252-99.4% | $7,645-99.2% | $10,132-99.4% |