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 | $4,559 | $95,862-95.2% | $79,550-94.3% | $134,475-96.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 187.91% | -2.69%+190.6pp | 0.16%+187.7pp | 417.96%-230.1pp |
| Employer contribution / active EE | $1,059 | $3,128-66.1% | $2,413-56.1% | $4,740-77.7% |
| Participant deferral / active EE | $4,803 | $4,693+2.3% | $3,985+20.5% | $6,400-25.0% |
| Admin fee / account holder | $104 | $9,126-98.9% | $6,832-98.5% | $11,426-99.1% |