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 6-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 | $17,983 | $167,307-89.3% | $143,757-87.5% | $134,475-86.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.39% | 0.46%-19.9pp | -0.04%-19.4pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,417 | $5,619-74.8% | $4,951-71.4% | $4,740-70.1% |
| Participant deferral / active EE | $4,055 | $6,446-37.1% | $5,637-28.1% | $6,400-36.6% |
| Admin fee / account holder | $166 | $18,088-99.1% | $14,673-98.9% | $11,426-98.5% |