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 | $15,414 | $168,632-90.9% | $147,614-89.6% | $125,391-87.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.72% | 77.65%-78.4pp | 61.98%-62.7pp | 282.22%-282.9pp |
| Employer contribution / active EE | $6,751 | $6,252+8.0% | $5,564+21.3% | $4,866+38.7% |
| Participant deferral / active EE | $13,220 | $5,507+140.1% | $4,895+170.1% | $5,352+147.0% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |