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 | $10,667 | $190,805-94.4% | $159,960-93.3% | $134,475-92.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -12.43% | 552.23%-564.7pp | 408.60%-421.0pp | 417.96%-430.4pp |
| Employer contribution / active EE | $4,234 | $4,995-15.2% | $4,226+0.2% | $4,740-10.7% |
| Participant deferral / active EE | $4,839 | $6,923-30.1% | $6,182-21.7% | $6,400-24.4% |
| Admin fee / account holder | $48 | $10,471-99.5% | $8,698-99.4% | $11,426-99.6% |