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 | $8,291 | $127,386-93.5% | $115,037-92.8% | $125,391-93.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.04% | 31.28%-34.3pp | 26.14%-29.2pp | 282.22%-285.3pp |
| Employer contribution / active EE | $1,185 | $5,166-77.1% | $4,608-74.3% | $4,866-75.6% |
| Participant deferral / active EE | $3,910 | $6,423-39.1% | $6,026-35.1% | $5,352-26.9% |
| Admin fee / account holder | $26 | $9,516-99.7% | $8,175-99.7% | $9,540-99.7% |