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 | $16,227 | $180,449-91.0% | $154,107-89.5% | $135,375-88.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.95% | 888.09%-895.0pp | 735.12%-742.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $2,206 | $6,035-63.4% | $5,298-58.4% | $4,779-53.8% |
| Participant deferral / active EE | $6,503 | $5,806+12.0% | $5,081+28.0% | $5,609+15.9% |
| Admin fee / account holder | $95 | $16,143-99.4% | $13,411-99.3% | $10,827-99.1% |