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 | $4,289 | $150,187-97.1% | $120,354-96.4% | $145,922-97.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 9.74% | 154.07%-144.3pp | 107.15%-97.4pp | 561.29%-551.5pp |
| Employer contribution / active EE | $1,890 | $4,348-56.5% | $3,463-45.4% | $4,660-59.4% |
| Participant deferral / active EE | $1,676 | $6,173-72.8% | $4,991-66.4% | $6,688-74.9% |
| Admin fee / account holder | $300 | $12,207-97.5% | $9,423-96.8% | $13,397-97.8% |