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 | $18,409 | $167,484-89.0% | $151,611-87.9% | $134,475-86.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.07% | 7.80%-22.9pp | 3.33%-18.4pp | 417.96%-433.0pp |
| Employer contribution / active EE | $2,709 | $6,829-60.3% | $6,166-56.1% | $4,740-42.8% |
| Participant deferral / active EE | $8,441 | $8,986-6.1% | $8,363+0.9% | $6,400+31.9% |
| Admin fee / account holder | $68 | $13,783-99.5% | $11,616-99.4% | $11,426-99.4% |