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 | $7,233 | $105,860-93.2% | $90,749-92.0% | $134,475-94.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -20.19% | -11.01%-9.2pp | -12.16%-8.0pp | 417.96%-438.2pp |
| Employer contribution / active EE | $2,977 | $3,462-14.0% | $2,921+1.9% | $4,740-37.2% |
| Participant deferral / active EE | $2,977 | $5,216-42.9% | $4,564-34.8% | $6,400-53.5% |
| Admin fee / account holder | $101 | $13,938-99.3% | $8,445-98.8% | $11,426-99.1% |