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 7-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 | $16,288 | $167,484-90.3% | $151,611-89.3% | $134,475-87.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.50% | 7.80%-26.3pp | 3.33%-21.8pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,870 | $6,829-72.6% | $6,166-69.7% | $4,740-60.5% |
| Participant deferral / active EE | $3,738 | $8,986-58.4% | $8,363-55.3% | $6,400-41.6% |
| Admin fee / account holder | $20 | $13,783-99.9% | $11,616-99.8% | $11,426-99.8% |