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 | $20,344 | $168,632-87.9% | $147,614-86.2% | $125,391-83.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.75% | 77.65%-78.4pp | 61.98%-62.7pp | 282.22%-283.0pp |
| Employer contribution / active EE | $1,543 | $6,252-75.3% | $5,564-72.3% | $4,866-68.3% |
| Participant deferral / active EE | $3,550 | $5,507-35.5% | $4,895-27.5% | $5,352-33.7% |
| Admin fee / account holder | $44 | $13,580-99.7% | $11,611-99.6% | $9,540-99.5% |