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 | $10,222 | $168,632-93.9% | $147,614-93.1% | $125,391-91.8% |
| Participation rate | 70.0% | 88.8%-18.8pp | 84.6%-14.6pp | 83.2%-13.2pp |
| Annual return | -1.67% | 77.65%-79.3pp | 61.98%-63.6pp | 282.22%-283.9pp |
| Employer contribution / active EE | $3,510 | $6,252-43.9% | $5,564-36.9% | $4,866-27.9% |
| Participant deferral / active EE | $2,421 | $5,507-56.0% | $4,895-50.5% | $5,352-54.8% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |