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 | $9,541 | $135,635-93.0% | $110,238-91.3% | $135,375-93.0% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.8%+9.1pp | 82.6%+6.2pp |
| Annual return | -1.39% | 513.19%-514.6pp | 314.74%-316.1pp | 519.73%-521.1pp |
| Employer contribution / active EE | $1,822 | $4,906-62.9% | $3,826-52.4% | $4,779-61.9% |
| Participant deferral / active EE | $5,961 | $5,506+8.3% | $4,672+27.6% | $5,609+6.3% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |