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 | $15,096 | $82,664-81.7% | $125,339-88.0% | $68,494-78.0% |
| Participation rate | 88.2% | 75.0%+13.2pp | 82.4%+5.9pp | 67.9%+20.3pp |
| Annual return | -14.36% | -5.97%-8.4pp | 572.05%-586.4pp | -7.84%-6.5pp |
| Employer contribution / active EE | $4,321 | $3,381+27.8% | $4,814-10.2% | $2,596+66.4% |
| Participant deferral / active EE | $7,596 | $6,110+24.3% | $7,446+2.0% | $4,027+88.6% |
| Admin fee / account holder | $254 | $6,275-96.0% | $10,010-97.5% | $5,403-95.3% |