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 | $18,353 | $180,449-89.8% | $154,107-88.1% | $135,375-86.4% |
| Participation rate | 86.4% | 87.4%-1.1pp | 83.0%+3.3pp | 82.6%+3.7pp |
| Annual return | -8.60% | 888.09%-896.7pp | 735.12%-743.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $3,493 | $6,035-42.1% | $5,298-34.1% | $4,779-26.9% |
| Participant deferral / active EE | $4,885 | $5,806-15.9% | $5,081-3.9% | $5,609-12.9% |
| Admin fee / account holder | $299 | $16,143-98.1% | $13,411-97.8% | $10,827-97.2% |