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 | $18,013 | $142,344-87.3% | $119,609-84.9% | $134,475-86.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.80% | -12.44%-1.4pp | -14.97%+1.2pp | 417.96%-431.8pp |
| Employer contribution / active EE | $7,049 | $5,222+35.0% | $4,232+66.6% | $4,740+48.7% |
| Participant deferral / active EE | $3,375 | $6,469-47.8% | $5,602-39.8% | $6,400-47.3% |
| Admin fee / account holder | $242 | $13,584-98.2% | $10,323-97.7% | $11,426-97.9% |