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 | $7,494 | $106,543-93.0% | $91,220-91.8% | $134,475-94.4% |
| Participation rate | 85.7% | 76.8%+8.9pp | 73.2%+12.5pp | 81.2%+4.5pp |
| Annual return | -20.49% | 160.60%-181.1pp | 114.01%-134.5pp | 417.96%-438.5pp |
| Employer contribution / active EE | $1,100 | $3,331-67.0% | $2,850-61.4% | $4,740-76.8% |
| Participant deferral / active EE | $1,129 | $4,719-76.1% | $4,234-73.3% | $6,400-82.4% |
| Admin fee / account holder | $90 | $6,231-98.6% | $5,420-98.3% | $11,426-99.2% |