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 | $5,944 | $152,509-96.1% | $117,472-94.9% | $134,475-95.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -18.94% | 52.99%-71.9pp | 29.74%-48.7pp | 417.96%-436.9pp |
| Employer contribution / active EE | $830 | $5,571-85.1% | $4,176-80.1% | $4,740-82.5% |
| Participant deferral / active EE | $1,410 | $4,818-70.7% | $4,070-65.4% | $6,400-78.0% |
| Admin fee / account holder | $48 | $7,004-99.3% | $5,645-99.1% | $11,426-99.6% |