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 8-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 | $7,768 | $90,600-91.4% | $79,464-90.2% | $135,375-94.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.99% | 977.43%-986.4pp | 718.14%-727.1pp | 519.73%-528.7pp |
| Employer contribution / active EE | $828 | $3,068-73.0% | $2,800-70.5% | $4,779-82.7% |
| Participant deferral / active EE | $1,722 | $4,050-57.5% | $3,704-53.5% | $5,609-69.3% |
| Admin fee / account holder | $39 | $5,907-99.3% | $5,113-99.2% | $10,827-99.6% |