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 | $13,727 | $138,065-90.1% | $123,544-88.9% | $135,375-89.9% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -8.88% | 153.68%-162.6pp | 119.20%-128.1pp | 519.73%-528.6pp |
| Employer contribution / active EE | $1,071 | $5,151-79.2% | $4,628-76.9% | $4,779-77.6% |
| Participant deferral / active EE | $3,099 | $6,799-54.4% | $6,426-51.8% | $5,609-44.7% |
| Admin fee / account holder | $71 | $10,916-99.4% | $9,284-99.2% | $10,827-99.3% |