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 | $6,807 | $92,703-92.7% | $82,719-91.8% | $134,475-94.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.18% | 944.92%-958.1pp | 701.18%-714.4pp | 417.96%-431.1pp |
| Employer contribution / active EE | $1,976 | $3,274-39.6% | $3,009-34.3% | $4,740-58.3% |
| Participant deferral / active EE | $3,752 | $4,802-21.9% | $4,395-14.6% | $6,400-41.4% |
| Admin fee / account holder | $146 | $5,983-97.6% | $5,329-97.3% | $11,426-98.7% |