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 | $20,804 | $67,411-69.1% | $91,001-77.1% | $70,131-70.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 15.93% | -40.16%+56.1pp | 4.60%+11.3pp | 73.14%-57.2pp |
| Employer contribution / active EE | $3,255 | $1,786+82.3% | $2,456+32.6% | $2,342+39.0% |
| Participant deferral / active EE | $2,038 | $2,823-27.8% | $3,547-42.5% | $3,332-38.8% |
| Admin fee / account holder | $168 | $4,236-96.0% | $5,417-96.9% | $4,645-96.4% |