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 | $16,318 | $138,065-88.2% | $123,544-86.8% | $135,375-87.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.32% | 153.68%-162.0pp | 119.20%-127.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $2,318 | $5,151-55.0% | $4,628-49.9% | $4,779-51.5% |
| Participant deferral / active EE | $6,657 | $6,799-2.1% | $6,426+3.6% | $5,609+18.7% |
| Admin fee / account holder | $228 | $10,916-97.9% | $9,284-97.5% | $10,827-97.9% |