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 9-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 | $10,077 | $67,411-85.1% | $91,001-88.9% | $70,131-85.6% |
| Participation rate | 74.7% | 71.4%+3.4pp | 75.6%-0.9pp | 69.5%+5.2pp |
| Annual return | 25.39% | -40.16%+65.6pp | 4.60%+20.8pp | 73.14%-47.8pp |
| Employer contribution / active EE | $1,348 | $1,786-24.5% | $2,456-45.1% | $2,342-42.4% |
| Participant deferral / active EE | $2,358 | $2,823-16.4% | $3,547-33.5% | $3,332-29.2% |
| Admin fee / account holder | $66 | $4,236-98.4% | $5,417-98.8% | $4,645-98.6% |