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 | $29,028 | $160,055-81.9% | $140,016-79.3% | $135,375-78.6% |
| Participation rate | 86.7% | 88.5%-1.9pp | 87.5%-0.8pp | 82.6%+4.0pp |
| Annual return | -8.54% | 911.38%-919.9pp | 651.12%-659.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,606-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,122 | $7,642-59.1% | $6,927-54.9% | $5,609-44.3% |
| Admin fee / account holder | $175 | $13,328-98.7% | $10,705-98.4% | $10,827-98.4% |