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 | $15,307 | $131,829-88.4% | $108,579-85.9% | $273,961-94.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.87% | -91.57%+98.4pp | -51.70%+58.6pp | 41.45%-34.6pp |
| Employer contribution / active EE | $3,659 | $4,912-25.5% | $3,758-2.6% | $4,869-24.8% |
| Participant deferral / active EE | $2,092 | $5,127-59.2% | $4,311-51.5% | $5,287-60.4% |
| Admin fee / account holder | $33 | $10,252-99.7% | $7,645-99.6% | $10,132-99.7% |