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 | $4,030 | $190,805-97.9% | $159,960-97.5% | $134,475-97.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -14.83% | 552.23%-567.1pp | 408.60%-423.4pp | 417.96%-432.8pp |
| Employer contribution / active EE | $1,055 | $4,995-78.9% | $4,226-75.0% | $4,740-77.7% |
| Participant deferral / active EE | $1,525 | $6,923-78.0% | $6,182-75.3% | $6,400-76.2% |
| Admin fee / account holder | $39 | $10,471-99.6% | $8,698-99.6% | $11,426-99.7% |