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 | $12,090 | $138,044-91.2% | $125,339-90.4% | $134,475-91.0% |
| Participation rate | 94.7% | 84.5%+10.3pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | -18.81% | 750.33%-769.1pp | 572.05%-590.9pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,244 | $5,243-76.3% | $4,814-74.2% | $4,740-73.8% |
| Participant deferral / active EE | $4,269 | $7,799-45.3% | $7,446-42.7% | $6,400-33.3% |
| Admin fee / account holder | $264 | $11,571-97.7% | $10,010-97.4% | $11,426-97.7% |