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 | $8,436 | $69,518-87.9% | $59,878-85.9% | $135,375-93.8% |
| Participation rate | 76.5% | 77.8%-1.4pp | 74.7%+1.8pp | 82.6%-6.2pp |
| Annual return | -7.95% | 7.94%-15.9pp | 3.46%-11.4pp | 519.73%-527.7pp |
| Employer contribution / active EE | $659 | $3,235-79.6% | $2,722-75.8% | $4,779-86.2% |
| Participant deferral / active EE | $756 | $4,206-82.0% | $3,402-77.8% | $5,609-86.5% |
| Admin fee / account holder | $14 | $5,734-99.8% | $3,590-99.6% | $10,827-99.9% |