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 | $24,517 | $168,632-85.5% | $147,614-83.4% | $125,391-80.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.92% | 77.65%-80.6pp | 61.98%-64.9pp | 282.22%-285.1pp |
| Employer contribution / active EE | $2,522 | $6,252-59.7% | $5,564-54.7% | $4,866-48.2% |
| Participant deferral / active EE | $3,755 | $5,507-31.8% | $4,895-23.3% | $5,352-29.8% |
| Admin fee / account holder | $73 | $13,580-99.5% | $11,611-99.4% | $9,540-99.2% |