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 | $28,742 | $168,632-83.0% | $147,614-80.5% | $125,391-77.1% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | -2.07% | 77.65%-79.7pp | 61.98%-64.1pp | 282.22%-284.3pp |
| Employer contribution / active EE | $1,308 | $6,252-79.1% | $5,564-76.5% | $4,866-73.1% |
| Participant deferral / active EE | $2,573 | $5,507-53.3% | $4,895-47.4% | $5,352-51.9% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |