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 | $17,100 | $92,222-81.5% | $76,768-77.7% | $135,375-87.4% |
| Participation rate | 87.5% | 79.8%+7.7pp | 77.0%+10.5pp | 82.6%+4.9pp |
| Annual return | -4.25% | 5.46%-9.7pp | 2.43%-6.7pp | 519.73%-524.0pp |
| Employer contribution / active EE | $2,290 | $3,216-28.8% | $2,485-7.9% | $4,779-52.1% |
| Participant deferral / active EE | $3,241 | $4,509-28.1% | $3,852-15.9% | $5,609-42.2% |
| Admin fee / account holder | $246 | $10,748-97.7% | $6,675-96.3% | $10,827-97.7% |