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 | $14,268 | $90,590-84.3% | $90,782-84.3% | $135,375-89.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -7.32% | -3.40%-3.9pp | -3.42%-3.9pp | 519.73%-527.0pp |
| Employer contribution / active EE | $2,217 | $4,352-49.1% | $4,105-46.0% | $4,779-53.6% |
| Participant deferral / active EE | $3,880 | $5,407-28.2% | $5,366-27.7% | $5,609-30.8% |
| Admin fee / account holder | $0 | $7,683-100.0% | $5,908-100.0% | $10,827-100.0% |