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 | $6,694 | $92,703-92.8% | $82,719-91.9% | $134,475-95.0% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -18.46% | 944.92%-963.4pp | 701.18%-719.6pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,222 | $3,274-62.7% | $3,009-59.4% | $4,740-74.2% |
| Participant deferral / active EE | $2,033 | $4,802-57.7% | $4,395-53.8% | $6,400-68.2% |
| Admin fee / account holder | $87 | $5,983-98.5% | $5,329-98.4% | $11,426-99.2% |