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 4-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 | $15,828 | $167,307-90.5% | $143,757-89.0% | $134,475-88.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.86% | 0.46%-17.3pp | -0.04%-16.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $4,012 | $5,619-28.6% | $4,951-19.0% | $4,740-15.4% |
| Participant deferral / active EE | $7,327 | $6,446+13.7% | $5,637+30.0% | $6,400+14.5% |
| Admin fee / account holder | $17 | $18,088-99.9% | $14,673-99.9% | $11,426-99.9% |