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 | $13,817 | $127,386-89.2% | $115,037-88.0% | $125,391-89.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.00% | 31.28%-34.3pp | 26.14%-29.1pp | 282.22%-285.2pp |
| Employer contribution / active EE | $1,963 | $5,166-62.0% | $4,608-57.4% | $4,866-59.7% |
| Participant deferral / active EE | $2,198 | $6,423-65.8% | $6,026-63.5% | $5,352-58.9% |
| Admin fee / account holder | $87 | $9,516-99.1% | $8,175-98.9% | $9,540-99.1% |