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 | $27,104 | $180,449-85.0% | $154,107-82.4% | $135,375-80.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.59% | 888.09%-894.7pp | 735.12%-741.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,668 | $6,035-72.4% | $5,298-68.5% | $4,779-65.1% |
| Participant deferral / active EE | $3,285 | $5,806-43.4% | $5,081-35.3% | $5,609-41.4% |
| Admin fee / account holder | $34 | $16,143-99.8% | $13,411-99.7% | $10,827-99.7% |