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 | $5,805 | $54,350-89.3% | $82,719-93.0% | $68,494-91.5% |
| Participation rate | 86.2% | 63.9%+22.3pp | 72.6%+13.7pp | 67.9%+18.3pp |
| Annual return | -19.21% | -13.67%-5.5pp | 701.18%-720.4pp | -7.84%-11.4pp |
| Employer contribution / active EE | $799 | $2,218-64.0% | $3,009-73.4% | $2,596-69.2% |
| Participant deferral / active EE | $1,330 | $3,246-59.0% | $4,395-69.7% | $4,027-67.0% |
| Admin fee / account holder | $10 | $4,395-99.8% | $5,329-99.8% | $5,403-99.8% |