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 7-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 | $3,288 | $93,024-96.5% | $77,024-95.7% | $134,475-97.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -20.77% | 62.60%-83.4pp | 42.32%-63.1pp | 417.96%-438.7pp |
| Employer contribution / active EE | $493 | $3,418-85.6% | $2,812-82.5% | $4,740-89.6% |
| Participant deferral / active EE | $2,940 | $5,238-43.9% | $4,426-33.6% | $6,400-54.1% |
| Admin fee / account holder | $12 | $6,944-99.8% | $5,425-99.8% | $11,426-99.9% |