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 | $1,013 | $152,509-99.3% | $117,472-99.1% | $134,475-99.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -11.60% | 52.99%-64.6pp | 29.74%-41.3pp | 417.96%-429.6pp |
| Employer contribution / active EE | $211 | $5,571-96.2% | $4,176-94.9% | $4,740-95.5% |
| Participant deferral / active EE | $350 | $4,818-92.7% | $4,070-91.4% | $6,400-94.5% |
| Admin fee / account holder | $14 | $7,004-99.8% | $5,645-99.8% | $11,426-99.9% |