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 | $17,190 | $82,664-79.2% | $125,339-86.3% | $68,494-74.9% |
| Participation rate | 97.0% | 75.0%+21.9pp | 82.4%+14.6pp | 67.9%+29.1pp |
| Annual return | -15.24% | -5.97%-9.3pp | 572.05%-587.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $2,341 | $3,381-30.8% | $4,814-51.4% | $2,596-9.8% |
| Participant deferral / active EE | $5,287 | $6,110-13.5% | $7,446-29.0% | $4,027+31.3% |
| Admin fee / account holder | $193 | $6,275-96.9% | $10,010-98.1% | $5,403-96.4% |