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 | $5,241 | $54,229-90.3% | $70,092-92.5% | $68,494-92.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -18.64% | -13.87%-4.8pp | 190.73%-209.4pp | -7.84%-10.8pp |
| Employer contribution / active EE | $935 | $2,018-53.7% | $2,559-63.5% | $2,596-64.0% |
| Participant deferral / active EE | $1,361 | $2,956-53.9% | $3,849-64.6% | $4,027-66.2% |
| Admin fee / account holder | $26 | $4,694-99.4% | $6,267-99.6% | $5,403-99.5% |