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 | $9,061 | $95,862-90.5% | $79,550-88.6% | $134,475-93.3% |
| Participation rate | 88.9% | 75.0%+13.9pp | 69.5%+19.4pp | 81.2%+7.7pp |
| Annual return | -18.67% | -2.69%-16.0pp | 0.16%-18.8pp | 417.96%-436.6pp |
| Employer contribution / active EE | $791 | $3,128-74.7% | $2,413-67.2% | $4,740-83.3% |
| Participant deferral / active EE | $2,039 | $4,693-56.6% | $3,985-48.8% | $6,400-68.1% |
| Admin fee / account holder | $73 | $9,126-99.2% | $6,832-98.9% | $11,426-99.4% |