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 6-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 | $4,643 | $92,703-95.0% | $82,719-94.4% | $134,475-96.5% |
| Participation rate | 81.3% | 75.2%+6.1pp | 72.6%+8.7pp | 81.2%0pp |
| Annual return | -18.41% | 944.92%-963.3pp | 701.18%-719.6pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,030 | $3,274-68.5% | $3,009-65.8% | $4,740-78.3% |
| Participant deferral / active EE | $1,086 | $4,802-77.4% | $4,395-75.3% | $6,400-83.0% |
| Admin fee / account holder | $49 | $5,983-99.2% | $5,329-99.1% | $11,426-99.6% |