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 3-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 | $8,412 | $154,117-94.5% | $129,995-93.5% | $139,434-94.0% |
| Participation rate | 94.1% | 82.0%+12.2pp | 78.5%+15.6pp | 80.3%+13.8pp |
| Annual return | 10.86% | 32.48%-21.6pp | -137.18%+148.0pp | 372.94%-362.1pp |
| Employer contribution / active EE | $5,067 | $5,289-4.2% | $4,320+17.3% | $4,751+6.7% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,820-100.0% | $6,710-100.0% |
| Admin fee / account holder | $82 | $14,007-99.4% | $10,614-99.2% | $11,403-99.3% |