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 | $10,229 | $138,065-92.6% | $123,544-91.7% | $135,375-92.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.91% | 153.68%-159.6pp | 119.20%-125.1pp | 519.73%-525.6pp |
| Employer contribution / active EE | $2,003 | $5,151-61.1% | $4,628-56.7% | $4,779-58.1% |
| Participant deferral / active EE | $2,926 | $6,799-57.0% | $6,426-54.5% | $5,609-47.8% |
| Admin fee / account holder | $52 | $10,916-99.5% | $9,284-99.4% | $10,827-99.5% |