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 | $7,909 | $43,723-81.9% | $121,196-93.5% | $64,186-87.7% |
| Participation rate | 79.5% | 58.3%+21.1pp | 71.7%+7.7pp | 69.6%+9.9pp |
| Annual return | -4.60% | 68.91%-73.5pp | 16.93%-21.5pp | 7.63%-12.2pp |
| Employer contribution / active EE | $349 | $1,296-73.1% | $4,022-91.3% | $2,381-85.3% |
| Participant deferral / active EE | $2,591 | $2,280+13.7% | $3,344-22.5% | $3,470-25.3% |
| Admin fee / account holder | $77 | $3,501-97.8% | $5,019-98.5% | $4,888-98.4% |