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 | $12,354 | $97,757-87.4% | $83,848-85.3% | $135,375-90.9% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -9.36% | 1287.37%-1296.7pp | 850.88%-860.2pp | 519.73%-529.1pp |
| Employer contribution / active EE | $1,405 | $4,222-66.7% | $3,631-61.3% | $4,779-70.6% |
| Participant deferral / active EE | $5,562 | $4,682+18.8% | $4,082+36.3% | $5,609-0.8% |
| Admin fee / account holder | $19 | $6,674-99.7% | $5,478-99.7% | $10,827-99.8% |