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 | $16,471 | $71,883-77.1% | $86,677-81.0% | $68,494-76.0% |
| Participation rate | 80.8% | 72.2%+8.5pp | 76.6%+4.2pp | 67.9%+12.9pp |
| Annual return | 2.65% | 3.52%-0.9pp | 35.91%-33.3pp | -7.84%+10.5pp |
| Employer contribution / active EE | $1,990 | $2,173-8.4% | $2,836-29.8% | $2,596-23.3% |
| Participant deferral / active EE | $2,488 | $3,779-34.2% | $4,656-46.6% | $4,027-38.2% |
| Admin fee / account holder | $237 | $6,112-96.1% | $7,493-96.8% | $5,403-95.6% |