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 9-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 | $7,525 | $69,518-89.2% | $59,878-87.4% | $135,375-94.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -8.41% | 7.94%-16.4pp | 3.46%-11.9pp | 519.73%-528.1pp |
| Employer contribution / active EE | $1,042 | $3,235-67.8% | $2,722-61.7% | $4,779-78.2% |
| Participant deferral / active EE | $1,990 | $4,206-52.7% | $3,402-41.5% | $5,609-64.5% |
| Admin fee / account holder | $89 | $5,734-98.4% | $3,590-97.5% | $10,827-99.2% |