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 | $5,445 | $90,600-94.0% | $79,464-93.1% | $135,375-96.0% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -8.86% | 977.43%-986.3pp | 718.14%-727.0pp | 519.73%-528.6pp |
| Employer contribution / active EE | $863 | $3,068-71.9% | $2,800-69.2% | $4,779-81.9% |
| Participant deferral / active EE | $1,318 | $4,050-67.5% | $3,704-64.4% | $5,609-76.5% |
| Admin fee / account holder | $36 | $5,907-99.4% | $5,113-99.3% | $10,827-99.7% |