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 | $19,218 | $168,632-88.6% | $147,614-87.0% | $125,391-84.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.88% | 77.65%-80.5pp | 61.98%-64.9pp | 282.22%-285.1pp |
| Employer contribution / active EE | $2,130 | $6,252-65.9% | $5,564-61.7% | $4,866-56.2% |
| Participant deferral / active EE | $8,311 | $5,507+50.9% | $4,895+69.8% | $5,352+55.3% |
| Admin fee / account holder | $46 | $13,580-99.7% | $11,611-99.6% | $9,540-99.5% |