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 | $19,787 | $180,449-89.0% | $154,107-87.2% | $135,375-85.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.04% | 888.09%-893.1pp | 735.12%-740.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $7,558 | $6,035+25.2% | $5,298+42.7% | $4,779+58.2% |
| Participant deferral / active EE | $3,498 | $5,806-39.8% | $5,081-31.2% | $5,609-37.6% |
| Admin fee / account holder | $184 | $16,143-98.9% | $13,411-98.6% | $10,827-98.3% |