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 | $8,876 | $64,307-86.2% | $57,343-84.5% | $125,391-92.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -2.66% | 25.12%-27.8pp | 24.39%-27.0pp | 282.22%-284.9pp |
| Employer contribution / active EE | $1,795 | $3,193-43.8% | $2,689-33.2% | $4,866-63.1% |
| Participant deferral / active EE | $1,980 | $3,848-48.5% | $3,162-37.4% | $5,352-63.0% |
| Admin fee / account holder | $22 | $5,242-99.6% | $3,356-99.3% | $9,540-99.8% |