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 | $17,668 | $180,449-90.2% | $154,107-88.5% | $135,375-86.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.82% | 888.09%-895.9pp | 735.12%-742.9pp | 519.73%-527.6pp |
| Employer contribution / active EE | $2,254 | $6,035-62.6% | $5,298-57.4% | $4,779-52.8% |
| Participant deferral / active EE | $6,140 | $5,806+5.7% | $5,081+20.9% | $5,609+9.5% |
| Admin fee / account holder | $14 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |