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 5-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 | $12,060 | $129,942-90.7% | $104,294-88.4% | $134,475-91.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -13.92% | 42.03%-55.9pp | 24.61%-38.5pp | 417.96%-431.9pp |
| Employer contribution / active EE | $3,077 | $4,184-26.5% | $3,372-8.7% | $4,740-35.1% |
| Participant deferral / active EE | $1,787 | $5,588-68.0% | $4,625-61.4% | $6,400-72.1% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |