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 7-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 | $17,037 | $167,307-89.8% | $143,757-88.1% | $134,475-87.3% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -19.69% | 0.46%-20.1pp | -0.04%-19.6pp | 417.96%-437.7pp |
| Employer contribution / active EE | $2,299 | $5,619-59.1% | $4,951-53.6% | $4,740-51.5% |
| Participant deferral / active EE | $4,718 | $6,446-26.8% | $5,637-16.3% | $6,400-26.3% |
| Admin fee / account holder | $105 | $18,088-99.4% | $14,673-99.3% | $11,426-99.1% |