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 | $13,559 | $87,540-84.5% | $75,781-82.1% | $125,391-89.2% |
| Participation rate | 91.7% | 80.2%+11.5pp | 75.8%+15.8pp | 83.2%+8.5pp |
| Annual return | -1.88% | 13.48%-15.4pp | 9.68%-11.6pp | 282.22%-284.1pp |
| Employer contribution / active EE | $980 | $3,930-75.1% | $3,323-70.5% | $4,866-79.9% |
| Participant deferral / active EE | $4,791 | $4,229+13.3% | $3,651+31.2% | $5,352-10.5% |
| Admin fee / account holder | $53 | $6,502-99.2% | $5,299-99.0% | $9,540-99.4% |