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 | $16,438 | $99,032-83.4% | $80,019-79.5% | $135,375-87.9% |
| Participation rate | 93.3% | 78.4%+15.0pp | 75.8%+17.5pp | 82.6%+10.7pp |
| Annual return | -4.81% | 15.39%-20.2pp | 11.22%-16.0pp | 519.73%-524.5pp |
| Employer contribution / active EE | $1,840 | $3,043-39.5% | $2,468-25.4% | $4,779-61.5% |
| Participant deferral / active EE | $4,016 | $4,282-6.2% | $3,686+9.0% | $5,609-28.4% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |