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 | $16,789 | $131,829-87.3% | $108,579-84.5% | $273,961-93.9% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 8.02% | -91.57%+99.6pp | -51.70%+59.7pp | 41.45%-33.4pp |
| Employer contribution / active EE | $968 | $4,912-80.3% | $3,758-74.3% | $4,869-80.1% |
| Participant deferral / active EE | $1,781 | $5,127-65.3% | $4,311-58.7% | $5,287-66.3% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |