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 9-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 | $9,905 | $95,971-89.7% | $74,550-86.7% | $135,375-92.7% |
| Participation rate | 76.9% | 75.7%+1.3pp | 69.1%+7.8pp | 82.6%-5.7pp |
| Annual return | -7.60% | 56.96%-64.6pp | 32.53%-40.1pp | 519.73%-527.3pp |
| Employer contribution / active EE | $974 | $2,716-64.2% | $1,961-50.4% | $4,779-79.6% |
| Participant deferral / active EE | $3,799 | $3,843-1.2% | $3,108+22.2% | $5,609-32.3% |
| Admin fee / account holder | $254 | $6,522-96.1% | $5,060-95.0% | $10,827-97.7% |