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 | $12,808 | $197,825-93.5% | $155,790-91.8% | $125,391-89.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -2.66% | 86.74%-89.4pp | 71.54%-74.2pp | 282.22%-284.9pp |
| Employer contribution / active EE | $848 | $4,847-82.5% | $3,836-77.9% | $4,866-82.6% |
| Participant deferral / active EE | $2,120 | $5,630-62.3% | $4,797-55.8% | $5,352-60.4% |
| Admin fee / account holder | $65 | $9,545-99.3% | $7,478-99.1% | $9,540-99.3% |