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 | $12,780 | $138,044-90.7% | $125,339-89.8% | $134,475-90.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.43% | 750.33%-769.8pp | 572.05%-591.5pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,919 | $5,243-63.4% | $4,814-60.1% | $4,740-59.5% |
| Participant deferral / active EE | $2,926 | $7,799-62.5% | $7,446-60.7% | $6,400-54.3% |
| Admin fee / account holder | $125 | $11,571-98.9% | $10,010-98.8% | $11,426-98.9% |