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 4-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 | $5,043 | $133,958-96.2% | $112,228-95.5% | $134,475-96.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.40% | 47.11%-67.5pp | 27.45%-47.9pp | 417.96%-438.4pp |
| Employer contribution / active EE | $2,030 | $4,038-49.7% | $3,635-44.1% | $4,740-57.2% |
| Participant deferral / active EE | $3,782 | $5,291-28.5% | $4,728-20.0% | $6,400-40.9% |
| Admin fee / account holder | $98 | $7,489-98.7% | $6,410-98.5% | $11,426-99.1% |