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 | $13,076 | $105,860-87.6% | $90,749-85.6% | $134,475-90.3% |
| Participation rate | 87.5% | 78.2%+9.3pp | 75.7%+11.8pp | 81.2%+6.3pp |
| Annual return | -19.41% | -11.01%-8.4pp | -12.16%-7.3pp | 417.96%-437.4pp |
| Employer contribution / active EE | $2,202 | $3,462-36.4% | $2,921-24.6% | $4,740-53.5% |
| Participant deferral / active EE | $3,409 | $5,216-34.6% | $4,564-25.3% | $6,400-46.7% |
| Admin fee / account holder | $235 | $13,938-98.3% | $8,445-97.2% | $11,426-97.9% |