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 5-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 | $12,106 | $190,805-93.7% | $159,960-92.4% | $134,475-91.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.18% | 552.23%-568.4pp | 408.60%-424.8pp | 417.96%-434.1pp |
| Employer contribution / active EE | $2,838 | $4,995-43.2% | $4,226-32.9% | $4,740-40.1% |
| Participant deferral / active EE | $4,341 | $6,923-37.3% | $6,182-29.8% | $6,400-32.2% |
| Admin fee / account holder | $268 | $10,471-97.4% | $8,698-96.9% | $11,426-97.7% |