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 | $13,024 | $100,754-87.1% | $86,677-85.0% | $134,475-90.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.06% | 29.04%-42.1pp | 35.91%-49.0pp | 417.96%-431.0pp |
| Employer contribution / active EE | $3,101 | $3,489-11.1% | $2,836+9.3% | $4,740-34.6% |
| Participant deferral / active EE | $4,371 | $5,338-18.1% | $4,656-6.1% | $6,400-31.7% |
| Admin fee / account holder | $22 | $10,926-99.8% | $7,493-99.7% | $11,426-99.8% |