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 | $15,697 | $167,307-90.6% | $143,757-89.1% | $134,475-88.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.28% | 0.46%-18.7pp | -0.04%-18.2pp | 417.96%-436.2pp |
| Employer contribution / active EE | $3,941 | $5,619-29.9% | $4,951-20.4% | $4,740-16.8% |
| Participant deferral / active EE | $8,157 | $6,446+26.5% | $5,637+44.7% | $6,400+27.5% |
| Admin fee / account holder | $280 | $18,088-98.4% | $14,673-98.1% | $11,426-97.5% |