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 | $14,168 | $105,860-86.6% | $90,749-84.4% | $134,475-89.5% |
| Participation rate | 89.5% | 78.2%+11.2pp | 75.7%+13.8pp | 81.2%+8.3pp |
| Annual return | -6.36% | -11.01%+4.7pp | -12.16%+5.8pp | 417.96%-424.3pp |
| Employer contribution / active EE | $2,500 | $3,462-27.8% | $2,921-14.4% | $4,740-47.3% |
| Participant deferral / active EE | $2,098 | $5,216-59.8% | $4,564-54.0% | $6,400-67.2% |
| Admin fee / account holder | $261 | $13,938-98.1% | $8,445-96.9% | $11,426-97.7% |