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 9-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 | $17,739 | $127,386-86.1% | $115,037-84.6% | $125,391-85.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.88% | 31.28%-34.2pp | 26.14%-29.0pp | 282.22%-285.1pp |
| Employer contribution / active EE | $2,661 | $5,166-48.5% | $4,608-42.3% | $4,866-45.3% |
| Participant deferral / active EE | $7,431 | $6,423+15.7% | $6,026+23.3% | $5,352+38.9% |
| Admin fee / account holder | $59 | $9,516-99.4% | $8,175-99.3% | $9,540-99.4% |