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 5-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 | $9,964 | $167,307-94.0% | $143,757-93.1% | $134,475-92.6% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -15.42% | 0.46%-15.9pp | -0.04%-15.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,766 | $5,619-68.6% | $4,951-64.3% | $4,740-62.7% |
| Participant deferral / active EE | $3,173 | $6,446-50.8% | $5,637-43.7% | $6,400-50.4% |
| Admin fee / account holder | $49 | $18,088-99.7% | $14,673-99.7% | $11,426-99.6% |