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 | $18,937 | $138,065-86.3% | $123,544-84.7% | $135,375-86.0% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -7.37% | 153.68%-161.1pp | 119.20%-126.6pp | 519.73%-527.1pp |
| Employer contribution / active EE | $2,008 | $5,151-61.0% | $4,628-56.6% | $4,779-58.0% |
| Participant deferral / active EE | $4,172 | $6,799-38.6% | $6,426-35.1% | $5,609-25.6% |
| Admin fee / account holder | $73 | $10,916-99.3% | $9,284-99.2% | $10,827-99.3% |