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 | $26,794 | $160,055-83.3% | $140,016-80.9% | $135,375-80.2% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -7.82% | 911.38%-919.2pp | 651.12%-658.9pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,668 | $6,420-74.0% | $5,606-70.3% | $4,779-65.1% |
| Participant deferral / active EE | $4,177 | $7,642-45.3% | $6,927-39.7% | $5,609-25.5% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |