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 | $19,395 | $127,386-84.8% | $115,037-83.1% | $125,391-84.5% |
| Participation rate | 90.0% | 84.2%+5.8pp | 81.4%+8.6pp | 83.2%+6.8pp |
| Annual return | -0.27% | 31.28%-31.5pp | 26.14%-26.4pp | 282.22%-282.5pp |
| Employer contribution / active EE | $1,184 | $5,166-77.1% | $4,608-74.3% | $4,866-75.7% |
| Participant deferral / active EE | $3,050 | $6,423-52.5% | $6,026-49.4% | $5,352-43.0% |
| Admin fee / account holder | $90 | $9,516-99.1% | $8,175-98.9% | $9,540-99.1% |