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 | $8,959 | $131,829-93.2% | $108,579-91.7% | $273,961-96.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 13.57% | -91.57%+105.1pp | -51.70%+65.3pp | 41.45%-27.9pp |
| Employer contribution / active EE | $1,986 | $4,912-59.6% | $3,758-47.2% | $4,869-59.2% |
| Participant deferral / active EE | $3,631 | $5,127-29.2% | $4,311-15.8% | $5,287-31.3% |
| Admin fee / account holder | $273 | $10,252-97.3% | $7,645-96.4% | $10,132-97.3% |