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 4-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 | $10,059 | $91,538-89.0% | $129,995-92.3% | $75,163-86.6% |
| Participation rate | 70.2% | 71.4%-1.2pp | 78.5%-8.3pp | 67.2%+3.0pp |
| Annual return | 30.10% | -631.11%+661.2pp | -137.18%+167.3pp | 160.62%-130.5pp |
| Employer contribution / active EE | $1,397 | $2,845-50.9% | $4,320-67.7% | $2,670-47.7% |
| Participant deferral / active EE | $2,659 | $4,341-38.7% | $5,820-54.3% | $4,125-35.5% |
| Admin fee / account holder | $133 | $6,790-98.0% | $10,614-98.7% | $5,651-97.6% |