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 | $7,291 | $90,600-92.0% | $79,464-90.8% | $135,375-94.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.02% | 977.43%-985.5pp | 718.14%-726.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,628 | $3,068-46.9% | $2,800-41.9% | $4,779-65.9% |
| Participant deferral / active EE | $2,620 | $4,050-35.3% | $3,704-29.3% | $5,609-53.3% |
| Admin fee / account holder | $73 | $5,907-98.8% | $5,113-98.6% | $10,827-99.3% |