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 | $15,237 | $82,664-81.6% | $125,339-87.8% | $68,494-77.8% |
| Participation rate | 94.9% | 75.0%+19.8pp | 82.4%+12.5pp | 67.9%+27.0pp |
| Annual return | -12.06% | -5.97%-6.1pp | 572.05%-584.1pp | -7.84%-4.2pp |
| Employer contribution / active EE | $3,635 | $3,381+7.5% | $4,814-24.5% | $2,596+40.0% |
| Participant deferral / active EE | $7,373 | $6,110+20.7% | $7,446-1.0% | $4,027+83.1% |
| Admin fee / account holder | $20 | $6,275-99.7% | $10,010-99.8% | $5,403-99.6% |