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 | $12,293 | $127,386-90.3% | $115,037-89.3% | $125,391-90.2% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -0.87% | 31.28%-32.1pp | 26.14%-27.0pp | 282.22%-283.1pp |
| Employer contribution / active EE | $1,261 | $5,166-75.6% | $4,608-72.6% | $4,866-74.1% |
| Participant deferral / active EE | $2,522 | $6,423-60.7% | $6,026-58.2% | $5,352-52.9% |
| Admin fee / account holder | $115 | $9,516-98.8% | $8,175-98.6% | $9,540-98.8% |