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 6-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 | $15,606 | $167,307-90.7% | $143,757-89.1% | $134,475-88.4% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -13.42% | 0.46%-13.9pp | -0.04%-13.4pp | 417.96%-431.4pp |
| Employer contribution / active EE | $8,017 | $5,619+42.7% | $4,951+61.9% | $4,740+69.1% |
| Participant deferral / active EE | $0 | $6,446-100.0% | $5,637-100.0% | $6,400-100.0% |
| Admin fee / account holder | $148 | $18,088-99.2% | $14,673-99.0% | $11,426-98.7% |