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 8-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 | $18,105 | $77,813-76.7% | $123,544-85.3% | $64,186-71.8% |
| Participation rate | 85.3% | 74.7%+10.6pp | 82.3%+3.0pp | 69.6%+15.7pp |
| Annual return | -4.67% | 12.48%-17.2pp | 119.20%-123.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $2,875 | $3,014-4.6% | $4,628-37.9% | $2,381+20.8% |
| Participant deferral / active EE | $5,854 | $5,240+11.7% | $6,426-8.9% | $3,470+68.7% |
| Admin fee / account holder | $194 | $5,519-96.5% | $9,284-97.9% | $4,888-96.0% |