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 | $5,357 | $92,703-94.2% | $82,719-93.5% | $134,475-96.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.36% | 944.92%-959.3pp | 701.18%-715.5pp | 417.96%-432.3pp |
| Employer contribution / active EE | $1,502 | $3,274-54.1% | $3,009-50.1% | $4,740-68.3% |
| Participant deferral / active EE | $2,682 | $4,802-44.2% | $4,395-39.0% | $6,400-58.1% |
| Admin fee / account holder | $68 | $5,983-98.9% | $5,329-98.7% | $11,426-99.4% |