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 7-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 | $5,017 | $138,044-96.4% | $125,339-96.0% | $134,475-96.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.06% | 750.33%-757.4pp | 572.05%-579.1pp | 417.96%-425.0pp |
| Employer contribution / active EE | $3,710 | $5,243-29.3% | $4,814-22.9% | $4,740-21.7% |
| Participant deferral / active EE | $5,111 | $7,799-34.5% | $7,446-31.4% | $6,400-20.1% |
| Admin fee / account holder | $269 | $11,571-97.7% | $10,010-97.3% | $11,426-97.6% |