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 6-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 | $8,792 | $99,640-91.2% | $86,436-89.8% | $134,475-93.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.38% | 6782.58%-6796.0pp | 4394.89%-4408.3pp | 417.96%-431.3pp |
| Employer contribution / active EE | $1,648 | $4,400-62.5% | $3,769-56.3% | $4,740-65.2% |
| Participant deferral / active EE | $5,511 | $7,246-23.9% | $6,952-20.7% | $6,400-13.9% |
| Admin fee / account holder | $232 | $8,371-97.2% | $6,731-96.5% | $11,426-98.0% |