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 8-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 | $13,872 | $142,344-90.3% | $119,609-88.4% | $134,475-89.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -12.74% | -12.44%-0.3pp | -14.97%+2.2pp | 417.96%-430.7pp |
| Employer contribution / active EE | $1,754 | $5,222-66.4% | $4,232-58.6% | $4,740-63.0% |
| Participant deferral / active EE | $3,535 | $6,469-45.4% | $5,602-36.9% | $6,400-44.8% |
| Admin fee / account holder | $103 | $13,584-99.2% | $10,323-99.0% | $11,426-99.1% |