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 | $12,044 | $167,307-92.8% | $143,757-91.6% | $134,475-91.0% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -18.13% | 0.46%-18.6pp | -0.04%-18.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,131 | $5,619-62.1% | $4,951-57.0% | $4,740-55.0% |
| Participant deferral / active EE | $4,136 | $6,446-35.8% | $5,637-26.6% | $6,400-35.4% |
| Admin fee / account holder | $49 | $18,088-99.7% | $14,673-99.7% | $11,426-99.6% |