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 | $15,967 | $167,307-90.5% | $143,757-88.9% | $134,475-88.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.99% | 0.46%-13.5pp | -0.04%-13.0pp | 417.96%-431.0pp |
| Employer contribution / active EE | $2,171 | $5,619-61.4% | $4,951-56.1% | $4,740-54.2% |
| Participant deferral / active EE | $7,985 | $6,446+23.9% | $5,637+41.7% | $6,400+24.8% |
| Admin fee / account holder | $97 | $18,088-99.5% | $14,673-99.3% | $11,426-99.2% |