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 | $23,958 | $180,449-86.7% | $154,107-84.5% | $135,375-82.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.54% | 888.09%-896.6pp | 735.12%-743.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $5,279 | $6,035-12.5% | $5,298-0.3% | $4,779+10.5% |
| Participant deferral / active EE | $5,349 | $5,806-7.9% | $5,081+5.3% | $5,609-4.6% |
| Admin fee / account holder | $186 | $16,143-98.8% | $13,411-98.6% | $10,827-98.3% |