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 6-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 | $4,019 | $54,350-92.6% | $82,719-95.1% | $68,494-94.1% |
| Participation rate | 85.7% | 63.9%+21.8pp | 72.6%+13.2pp | 67.9%+17.8pp |
| Annual return | -17.04% | -13.67%-3.4pp | 701.18%-718.2pp | -7.84%-9.2pp |
| Employer contribution / active EE | $567 | $2,218-74.4% | $3,009-81.2% | $2,596-78.2% |
| Participant deferral / active EE | $1,111 | $3,246-65.8% | $4,395-74.7% | $4,027-72.4% |
| Admin fee / account holder | $34 | $4,395-99.2% | $5,329-99.4% | $5,403-99.4% |