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 | $19,825 | $131,829-85.0% | $108,579-81.7% | $273,961-92.8% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.6%+10.4pp | 83.0%+7.0pp |
| Annual return | 9.69% | -91.57%+101.3pp | -51.70%+61.4pp | 41.45%-31.8pp |
| Employer contribution / active EE | $1,785 | $4,912-63.7% | $3,758-52.5% | $4,869-63.3% |
| Participant deferral / active EE | $5,454 | $5,127+6.4% | $4,311+26.5% | $5,287+3.2% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |