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 6-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 | $7,982 | $167,307-95.2% | $143,757-94.4% | $134,475-94.1% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -8.36% | 0.46%-8.8pp | -0.04%-8.3pp | 417.96%-426.3pp |
| Employer contribution / active EE | $1,446 | $5,619-74.3% | $4,951-70.8% | $4,740-69.5% |
| Participant deferral / active EE | $2,484 | $6,446-61.5% | $5,637-55.9% | $6,400-61.2% |
| Admin fee / account holder | $30 | $18,088-99.8% | $14,673-99.8% | $11,426-99.7% |