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 | $14,774 | $135,635-89.1% | $110,238-86.6% | $135,375-89.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.74% | 513.19%-519.9pp | 314.74%-321.5pp | 519.73%-526.5pp |
| Employer contribution / active EE | $3,110 | $4,906-36.6% | $3,826-18.7% | $4,779-34.9% |
| Participant deferral / active EE | $2,313 | $5,506-58.0% | $4,672-50.5% | $5,609-58.8% |
| Admin fee / account holder | $179 | $11,457-98.4% | $8,547-97.9% | $10,827-98.3% |