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 | $15,251 | $197,825-92.3% | $155,790-90.2% | $125,391-87.8% |
| Participation rate | 75.0% | 82.1%-7.1pp | 76.1%-1.1pp | 83.2%-8.2pp |
| Annual return | -2.51% | 86.74%-89.2pp | 71.54%-74.0pp | 282.22%-284.7pp |
| Employer contribution / active EE | $1,099 | $4,847-77.3% | $3,836-71.4% | $4,866-77.4% |
| Participant deferral / active EE | $1,234 | $5,630-78.1% | $4,797-74.3% | $5,352-76.9% |
| Admin fee / account holder | $0 | $9,545-100.0% | $7,478-100.0% | $9,540-100.0% |