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 | $24,608 | $135,635-81.9% | $110,238-77.7% | $135,375-81.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.90% | 513.19%-521.1pp | 314.74%-322.6pp | 519.73%-527.6pp |
| Employer contribution / active EE | $3,303 | $4,906-32.7% | $3,826-13.7% | $4,779-30.9% |
| Participant deferral / active EE | $6,000 | $5,506+9.0% | $4,672+28.4% | $5,609+7.0% |
| Admin fee / account holder | $237 | $11,457-97.9% | $8,547-97.2% | $10,827-97.8% |