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 | $5,747 | $92,703-93.8% | $82,719-93.1% | $134,475-95.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.30% | 944.92%-964.2pp | 701.18%-720.5pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,197 | $3,274-63.4% | $3,009-60.2% | $4,740-74.8% |
| Participant deferral / active EE | $1,292 | $4,802-73.1% | $4,395-70.6% | $6,400-79.8% |
| Admin fee / account holder | $269 | $5,983-95.5% | $5,329-95.0% | $11,426-97.6% |