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 10-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 | $8,555 | $76,000-88.7% | $154,107-94.4% | $64,186-86.7% |
| Participation rate | 96.1% | 70.4%+25.7pp | 83.0%+13.0pp | 69.6%+26.5pp |
| Annual return | -6.27% | 30.32%-36.6pp | 735.12%-741.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $3,464 | $3,351+3.4% | $5,298-34.6% | $2,381+45.5% |
| Participant deferral / active EE | $1,626 | $3,175-48.8% | $5,081-68.0% | $3,470-53.1% |
| Admin fee / account holder | $93 | $5,596-98.3% | $13,411-99.3% | $4,888-98.1% |