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 | $13,132 | $142,344-90.8% | $119,609-89.0% | $134,475-90.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.27% | -12.44%-2.8pp | -14.97%-0.3pp | 417.96%-433.2pp |
| Employer contribution / active EE | $3,705 | $5,222-29.0% | $4,232-12.4% | $4,740-21.8% |
| Participant deferral / active EE | $3,500 | $6,469-45.9% | $5,602-37.5% | $6,400-45.3% |
| Admin fee / account holder | $177 | $13,584-98.7% | $10,323-98.3% | $11,426-98.5% |