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 | $10,378 | $100,754-89.7% | $86,677-88.0% | $134,475-92.3% |
| Participation rate | 94.1% | 78.9%+15.2pp | 76.6%+17.5pp | 81.2%+12.9pp |
| Annual return | -19.12% | 29.04%-48.2pp | 35.91%-55.0pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,708 | $3,489-22.4% | $2,836-4.5% | $4,740-42.9% |
| Participant deferral / active EE | $3,758 | $5,338-29.6% | $4,656-19.3% | $6,400-41.3% |
| Admin fee / account holder | $244 | $10,926-97.8% | $7,493-96.7% | $11,426-97.9% |