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 9-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 | $14,869 | $95,971-84.5% | $74,550-80.1% | $135,375-89.0% |
| Participation rate | 78.6% | 75.7%+2.9pp | 69.1%+9.4pp | 82.6%-4.1pp |
| Annual return | -6.80% | 56.96%-63.8pp | 32.53%-39.3pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,398 | $2,716-48.5% | $1,961-28.7% | $4,779-70.8% |
| Participant deferral / active EE | $5,459 | $3,843+42.0% | $3,108+75.7% | $5,609-2.7% |
| Admin fee / account holder | $29 | $6,522-99.6% | $5,060-99.4% | $10,827-99.7% |