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 | $25,156 | $175,600-85.7% | $129,110-80.5% | $134,475-81.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -19.36% | -11.39%-8.0pp | -10.94%-8.4pp | 417.96%-437.3pp |
| Employer contribution / active EE | $3,222 | $6,355-49.3% | $5,052-36.2% | $4,740-32.0% |
| Participant deferral / active EE | $7,274 | $7,975-8.8% | $6,542+11.2% | $6,400+13.7% |
| Admin fee / account holder | $269 | $23,567-98.9% | $14,302-98.1% | $11,426-97.6% |