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 10-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 | $2,537 | $95,971-97.4% | $74,550-96.6% | $135,375-98.1% |
| Participation rate | 85.7% | 75.7%+10.1pp | 69.1%+16.6pp | 82.6%+3.1pp |
| Annual return | -7.10% | 56.96%-64.1pp | 32.53%-39.6pp | 519.73%-526.8pp |
| Employer contribution / active EE | $477 | $2,716-82.4% | $1,961-75.7% | $4,779-90.0% |
| Participant deferral / active EE | $1,279 | $3,843-66.7% | $3,108-58.8% | $5,609-77.2% |
| Admin fee / account holder | $267 | $6,522-95.9% | $5,060-94.7% | $10,827-97.5% |