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 | $11,315 | $107,791-89.5% | $90,645-87.5% | $135,375-91.6% |
| Participation rate | 92.3% | 78.0%+14.3pp | 74.0%+18.3pp | 82.6%+9.7pp |
| Annual return | -6.90% | -0.90%-6.0pp | 1.88%-8.8pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,093 | $3,018-63.8% | $2,532-56.8% | $4,779-77.1% |
| Participant deferral / active EE | $1,485 | $3,872-61.6% | $3,425-56.6% | $5,609-73.5% |
| Admin fee / account holder | $49 | $5,930-99.2% | $4,994-99.0% | $10,827-99.5% |