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 9-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 | $10,597 | $99,032-89.3% | $80,019-86.8% | $135,375-92.2% |
| Participation rate | 88.2% | 78.4%+9.9pp | 75.8%+12.4pp | 82.6%+5.6pp |
| Annual return | -7.33% | 15.39%-22.7pp | 11.22%-18.6pp | 519.73%-527.1pp |
| Employer contribution / active EE | $1,419 | $3,043-53.4% | $2,468-42.5% | $4,779-70.3% |
| Participant deferral / active EE | $3,126 | $4,282-27.0% | $3,686-15.2% | $5,609-44.3% |
| Admin fee / account holder | $23 | $10,436-99.8% | $6,521-99.7% | $10,827-99.8% |