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 | $17,532 | $138,065-87.3% | $123,544-85.8% | $135,375-87.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.13% | 153.68%-162.8pp | 119.20%-128.3pp | 519.73%-528.9pp |
| Employer contribution / active EE | $3,080 | $5,151-40.2% | $4,628-33.4% | $4,779-35.5% |
| Participant deferral / active EE | $15,470 | $6,799+127.5% | $6,426+140.8% | $5,609+175.8% |
| Admin fee / account holder | $22 | $10,916-99.8% | $9,284-99.8% | $10,827-99.8% |