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 | $13,464 | $140,588-90.4% | $123,104-89.1% | $125,391-89.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.62% | 16.80%-17.4pp | 13.22%-13.8pp | 282.22%-282.8pp |
| Employer contribution / active EE | $2,766 | $6,041-54.2% | $5,151-46.3% | $4,866-43.2% |
| Participant deferral / active EE | $5,550 | $6,980-20.5% | $6,230-10.9% | $5,352+3.7% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |