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 | $16,838 | $138,065-87.8% | $123,544-86.4% | $135,375-87.6% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -8.84% | 153.68%-162.5pp | 119.20%-128.0pp | 519.73%-528.6pp |
| Employer contribution / active EE | $2,294 | $5,151-55.5% | $4,628-50.4% | $4,779-52.0% |
| Participant deferral / active EE | $4,554 | $6,799-33.0% | $6,426-29.1% | $5,609-18.8% |
| Admin fee / account holder | $109 | $10,916-99.0% | $9,284-98.8% | $10,827-99.0% |