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 | $8,498 | $90,600-90.6% | $79,464-89.3% | $135,375-93.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.15% | 977.43%-984.6pp | 718.14%-725.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $327 | $3,068-89.3% | $2,800-88.3% | $4,779-93.2% |
| Participant deferral / active EE | $944 | $4,050-76.7% | $3,704-74.5% | $5,609-83.2% |
| Admin fee / account holder | $242 | $5,907-95.9% | $5,113-95.3% | $10,827-97.8% |