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 5-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 | $15,012 | $82,664-81.8% | $125,339-88.0% | $68,494-78.1% |
| Participation rate | 96.2% | 75.0%+21.1pp | 82.4%+13.8pp | 67.9%+28.3pp |
| Annual return | -18.15% | -5.97%-12.2pp | 572.05%-590.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $3,995 | $3,381+18.2% | $4,814-17.0% | $2,596+53.9% |
| Participant deferral / active EE | $8,895 | $6,110+45.6% | $7,446+19.5% | $4,027+120.9% |
| Admin fee / account holder | $177 | $6,275-97.2% | $10,010-98.2% | $5,403-96.7% |