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 | $18,460 | $197,825-90.7% | $155,790-88.2% | $125,391-85.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -2.20% | 86.74%-88.9pp | 71.54%-73.7pp | 282.22%-284.4pp |
| Employer contribution / active EE | $9,349 | $4,847+92.9% | $3,836+143.7% | $4,866+92.1% |
| Participant deferral / active EE | $3,363 | $5,630-40.3% | $4,797-29.9% | $5,352-37.2% |
| Admin fee / account holder | $73 | $9,545-99.2% | $7,478-99.0% | $9,540-99.2% |