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 | $6,869 | $138,044-95.0% | $125,339-94.5% | $134,475-94.9% |
| Participation rate | 77.3% | 84.5%-7.2pp | 82.4%-5.1pp | 81.2%-3.9pp |
| Annual return | -15.07% | 750.33%-765.4pp | 572.05%-587.1pp | 417.96%-433.0pp |
| Employer contribution / active EE | $1,149 | $5,243-78.1% | $4,814-76.1% | $4,740-75.8% |
| Participant deferral / active EE | $2,580 | $7,799-66.9% | $7,446-65.4% | $6,400-59.7% |
| Admin fee / account holder | $131 | $11,571-98.9% | $10,010-98.7% | $11,426-98.9% |