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 | $24,412 | $168,632-85.5% | $147,614-83.5% | $125,391-80.5% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | -1.26% | 77.65%-78.9pp | 61.98%-63.2pp | 282.22%-283.5pp |
| Employer contribution / active EE | $7,408 | $6,252+18.5% | $5,564+33.1% | $4,866+52.2% |
| Participant deferral / active EE | $3,059 | $5,507-44.5% | $4,895-37.5% | $5,352-42.8% |
| Admin fee / account holder | $56 | $13,580-99.6% | $11,611-99.5% | $9,540-99.4% |