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 8-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 | $15,876 | $167,307-90.5% | $143,757-89.0% | $134,475-88.2% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -10.59% | 0.46%-11.1pp | -0.04%-10.5pp | 417.96%-428.6pp |
| Employer contribution / active EE | $1,749 | $5,619-68.9% | $4,951-64.7% | $4,740-63.1% |
| Participant deferral / active EE | $3,602 | $6,446-44.1% | $5,637-36.1% | $6,400-43.7% |
| Admin fee / account holder | $106 | $18,088-99.4% | $14,673-99.3% | $11,426-99.1% |