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 | $6,879 | $95,862-92.8% | $79,550-91.4% | $134,475-94.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -20.11% | -2.69%-17.4pp | 0.16%-20.3pp | 417.96%-438.1pp |
| Employer contribution / active EE | $2,060 | $3,128-34.2% | $2,413-14.6% | $4,740-56.5% |
| Participant deferral / active EE | $2,937 | $4,693-37.4% | $3,985-26.3% | $6,400-54.1% |
| Admin fee / account holder | $141 | $9,126-98.5% | $6,832-97.9% | $11,426-98.8% |