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 10-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 | $4,679 | $90,600-94.8% | $79,464-94.1% | $135,375-96.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.96% | 977.43%-982.4pp | 718.14%-723.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $742 | $3,068-75.8% | $2,800-73.5% | $4,779-84.5% |
| Participant deferral / active EE | $742 | $4,050-81.7% | $3,704-80.0% | $5,609-86.8% |
| Admin fee / account holder | $222 | $5,907-96.3% | $5,113-95.7% | $10,827-98.0% |