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 | $3,768 | $152,509-97.5% | $117,472-96.8% | $134,475-97.2% |
| Participation rate | 80.0% | 77.1%+2.9pp | 70.6%+9.4pp | 81.2%-1.2pp |
| Annual return | -19.45% | 52.99%-72.4pp | 29.74%-49.2pp | 417.96%-437.4pp |
| Employer contribution / active EE | $581 | $5,571-89.6% | $4,176-86.1% | $4,740-87.7% |
| Participant deferral / active EE | $1,027 | $4,818-78.7% | $4,070-74.8% | $6,400-84.0% |
| Admin fee / account holder | $16 | $7,004-99.8% | $5,645-99.7% | $11,426-99.9% |