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 10-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 | $1,052 | $92,703-98.9% | $82,719-98.7% | $134,475-99.2% |
| Participation rate | 93.3% | 75.2%+18.1pp | 72.6%+20.8pp | 81.2%+12.1pp |
| Annual return | -18.90% | 944.92%-963.8pp | 701.18%-720.1pp | 417.96%-436.9pp |
| Employer contribution / active EE | $377 | $3,274-88.5% | $3,009-87.5% | $4,740-92.0% |
| Participant deferral / active EE | $1,333 | $4,802-72.2% | $4,395-69.7% | $6,400-79.2% |
| Admin fee / account holder | $48 | $5,983-99.2% | $5,329-99.1% | $11,426-99.6% |