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 | $13,815 | $138,044-90.0% | $125,339-89.0% | $134,475-89.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.13% | 750.33%-763.5pp | 572.05%-585.2pp | 417.96%-431.1pp |
| Employer contribution / active EE | $4,571 | $5,243-12.8% | $4,814-5.0% | $4,740-3.6% |
| Participant deferral / active EE | $2,932 | $7,799-62.4% | $7,446-60.6% | $6,400-54.2% |
| Admin fee / account holder | $220 | $11,571-98.1% | $10,010-97.8% | $11,426-98.1% |