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 | $19,642 | $62,586-68.6% | $76,768-74.4% | $64,186-69.4% |
| Participation rate | 94.2% | 72.8%+21.4pp | 77.0%+17.3pp | 69.6%+24.7pp |
| Annual return | -6.85% | -1.95%-4.9pp | 2.43%-9.3pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,542 | $1,832-15.8% | $2,485-38.0% | $2,381-35.2% |
| Participant deferral / active EE | $3,032 | $3,145-3.6% | $3,852-21.3% | $3,470-12.6% |
| Admin fee / account holder | $94 | $4,667-98.0% | $6,675-98.6% | $4,888-98.1% |