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 | $12,868 | $190,805-93.3% | $159,960-92.0% | $134,475-90.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.95% | 552.23%-571.2pp | 408.60%-427.6pp | 417.96%-436.9pp |
| Employer contribution / active EE | $2,619 | $4,995-47.6% | $4,226-38.0% | $4,740-44.8% |
| Participant deferral / active EE | $2,932 | $6,923-57.6% | $6,182-52.6% | $6,400-54.2% |
| Admin fee / account holder | $133 | $10,471-98.7% | $8,698-98.5% | $11,426-98.8% |