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 9-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 | $26,740 | $180,449-85.2% | $154,107-82.6% | $135,375-80.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.60% | 888.09%-896.7pp | 735.12%-743.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $16,940 | $6,035+180.7% | $5,298+219.8% | $4,779+254.5% |
| Participant deferral / active EE | $5,286 | $5,806-9.0% | $5,081+4.0% | $5,609-5.8% |
| Admin fee / account holder | $106 | $16,143-99.3% | $13,411-99.2% | $10,827-99.0% |