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 10-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 | $17,537 | $160,055-89.0% | $140,016-87.5% | $135,375-87.0% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -4.33% | 911.38%-915.7pp | 651.12%-655.5pp | 519.73%-524.1pp |
| Employer contribution / active EE | $1,982 | $6,420-69.1% | $5,606-64.6% | $4,779-58.5% |
| Participant deferral / active EE | $3,184 | $7,642-58.3% | $6,927-54.0% | $5,609-43.2% |
| Admin fee / account holder | $52 | $13,328-99.6% | $10,705-99.5% | $10,827-99.5% |