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 5-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 | $15,652 | $167,484-90.7% | $151,611-89.7% | $134,475-88.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.88% | 7.80%-26.7pp | 3.33%-22.2pp | 417.96%-436.8pp |
| Employer contribution / active EE | $2,691 | $6,829-60.6% | $6,166-56.4% | $4,740-43.2% |
| Participant deferral / active EE | $4,725 | $8,986-47.4% | $8,363-43.5% | $6,400-26.2% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |