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 | $21,292 | $180,449-88.2% | $154,107-86.2% | $135,375-84.3% |
| Participation rate | 93.3% | 87.4%+5.9pp | 83.0%+10.3pp | 82.6%+10.7pp |
| Annual return | -5.96% | 888.09%-894.1pp | 735.12%-741.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $5,835 | $6,035-3.3% | $5,298+10.2% | $4,779+22.1% |
| Participant deferral / active EE | $2,519 | $5,806-56.6% | $5,081-50.4% | $5,609-55.1% |
| Admin fee / account holder | $23 | $16,143-99.9% | $13,411-99.8% | $10,827-99.8% |