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 | $13,130 | $167,484-92.2% | $151,611-91.3% | $134,475-90.2% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -14.26% | 7.80%-22.1pp | 3.33%-17.6pp | 417.96%-432.2pp |
| Employer contribution / active EE | $3,690 | $6,829-46.0% | $6,166-40.2% | $4,740-22.2% |
| Participant deferral / active EE | $7,338 | $8,986-18.3% | $8,363-12.3% | $6,400+14.7% |
| Admin fee / account holder | $85 | $13,783-99.4% | $11,616-99.3% | $11,426-99.3% |