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 | $5,208 | $152,509-96.6% | $117,472-95.6% | $134,475-96.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -19.78% | 52.99%-72.8pp | 29.74%-49.5pp | 417.96%-437.7pp |
| Employer contribution / active EE | $536 | $5,571-90.4% | $4,176-87.2% | $4,740-88.7% |
| Participant deferral / active EE | $2,010 | $4,818-58.3% | $4,070-50.6% | $6,400-68.6% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |