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 | $24,259 | $160,055-84.8% | $140,016-82.7% | $135,375-82.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.85% | 911.38%-918.2pp | 651.12%-658.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,415 | $6,420-78.0% | $5,606-74.8% | $4,779-70.4% |
| Participant deferral / active EE | $2,830 | $7,642-63.0% | $6,927-59.1% | $5,609-49.5% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |