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 9-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 | $3,420 | $90,600-96.2% | $79,464-95.7% | $135,375-97.5% |
| Participation rate | 71.4% | 76.0%-4.6pp | 73.3%-1.9pp | 82.6%-11.2pp |
| Annual return | -7.51% | 977.43%-984.9pp | 718.14%-725.7pp | 519.73%-527.2pp |
| Employer contribution / active EE | $300 | $3,068-90.2% | $2,800-89.3% | $4,779-93.7% |
| Participant deferral / active EE | $1,089 | $4,050-73.1% | $3,704-70.6% | $5,609-80.6% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |