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 | $8,016 | $167,307-95.2% | $143,757-94.4% | $134,475-94.0% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -12.03% | 0.46%-12.5pp | -0.04%-12.0pp | 417.96%-430.0pp |
| Employer contribution / active EE | $1,639 | $5,619-70.8% | $4,951-66.9% | $4,740-65.4% |
| Participant deferral / active EE | $3,624 | $6,446-43.8% | $5,637-35.7% | $6,400-43.4% |
| Admin fee / account holder | $38 | $18,088-99.8% | $14,673-99.7% | $11,426-99.7% |