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 | $20,937 | $131,829-84.1% | $108,579-80.7% | $273,961-92.4% |
| Participation rate | 77.8% | 83.5%-5.7pp | 79.6%-1.8pp | 83.0%-5.2pp |
| Annual return | 6.33% | -91.57%+97.9pp | -51.70%+58.0pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,488 | $4,912-69.7% | $3,758-60.4% | $4,869-69.4% |
| Participant deferral / active EE | $2,149 | $5,127-58.1% | $4,311-50.1% | $5,287-59.4% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |