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 | $10,185 | $138,044-92.6% | $125,339-91.9% | $134,475-92.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.23% | 750.33%-769.6pp | 572.05%-591.3pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,946 | $5,243-62.9% | $4,814-59.6% | $4,740-58.9% |
| Participant deferral / active EE | $3,839 | $7,799-50.8% | $7,446-48.4% | $6,400-40.0% |
| Admin fee / account holder | $157 | $11,571-98.6% | $10,010-98.4% | $11,426-98.6% |