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 7-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 | $5,727 | $92,703-93.8% | $82,719-93.1% | $134,475-95.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.45% | 944.92%-964.4pp | 701.18%-720.6pp | 417.96%-437.4pp |
| Employer contribution / active EE | $646 | $3,274-80.3% | $3,009-78.5% | $4,740-86.4% |
| Participant deferral / active EE | $1,350 | $4,802-71.9% | $4,395-69.3% | $6,400-78.9% |
| Admin fee / account holder | $225 | $5,983-96.2% | $5,329-95.8% | $11,426-98.0% |