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 | $22,799 | $71,883-68.3% | $86,677-73.7% | $68,494-66.7% |
| Participation rate | 96.4% | 72.2%+24.2pp | 76.6%+19.9pp | 67.9%+28.5pp |
| Annual return | -17.34% | 3.52%-20.9pp | 35.91%-53.2pp | -7.84%-9.5pp |
| Employer contribution / active EE | $4,802 | $2,173+121.0% | $2,836+69.3% | $2,596+85.0% |
| Participant deferral / active EE | $3,953 | $3,779+4.6% | $4,656-15.1% | $4,027-1.8% |
| Admin fee / account holder | $147 | $6,112-97.6% | $7,493-98.0% | $5,403-97.3% |