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 5-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 | $6,111 | $129,942-95.3% | $104,294-94.1% | $134,475-95.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -14.84% | 42.03%-56.9pp | 24.61%-39.4pp | 417.96%-432.8pp |
| Employer contribution / active EE | $1,174 | $4,184-71.9% | $3,372-65.2% | $4,740-75.2% |
| Participant deferral / active EE | $4,135 | $5,588-26.0% | $4,625-10.6% | $6,400-35.4% |
| Admin fee / account holder | $6 | $9,323-99.9% | $7,339-99.9% | $11,426-99.9% |