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 | $9,160 | $138,044-93.4% | $125,339-92.7% | $134,475-93.2% |
| Participation rate | 81.0% | 84.5%-3.5pp | 82.4%-1.4pp | 81.2%-0.3pp |
| Annual return | -18.61% | 750.33%-768.9pp | 572.05%-590.7pp | 417.96%-436.6pp |
| Employer contribution / active EE | $1,511 | $5,243-71.2% | $4,814-68.6% | $4,740-68.1% |
| Participant deferral / active EE | $2,685 | $7,799-65.6% | $7,446-63.9% | $6,400-58.0% |
| Admin fee / account holder | $34 | $11,571-99.7% | $10,010-99.7% | $11,426-99.7% |