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 | $8,562 | $152,509-94.4% | $117,472-92.7% | $134,475-93.6% |
| Participation rate | 85.7% | 77.1%+8.6pp | 70.6%+15.1pp | 81.2%+4.5pp |
| Annual return | -10.32% | 52.99%-63.3pp | 29.74%-40.1pp | 417.96%-428.3pp |
| Employer contribution / active EE | $857 | $5,571-84.6% | $4,176-79.5% | $4,740-81.9% |
| Participant deferral / active EE | $2,310 | $4,818-52.1% | $4,070-43.3% | $6,400-63.9% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |