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 | $4,185 | $88,594-95.3% | $70,092-94.0% | $134,475-96.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -20.14% | 442.67%-462.8pp | 190.73%-210.9pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,351 | $3,233-58.2% | $2,559-47.2% | $4,740-71.5% |
| Participant deferral / active EE | $2,461 | $4,772-48.4% | $3,849-36.1% | $6,400-61.5% |
| Admin fee / account holder | $20 | $10,441-99.8% | $6,267-99.7% | $11,426-99.8% |