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 8-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 | $4,766 | $32,117-85.2% | $71,086-93.3% | $64,186-92.6% |
| Participation rate | 73.3% | 42.7%+30.6pp | 54.7%+18.7pp | 69.6%+3.8pp |
| Annual return | 151.40% | -5.57%+157.0pp | 650.59%-499.2pp | 7.63%+143.8pp |
| Employer contribution / active EE | $447 | $712-37.2% | $1,088-58.9% | $2,381-81.2% |
| Participant deferral / active EE | $1,567 | $1,263+24.1% | $1,874-16.4% | $3,470-54.8% |
| Admin fee / account holder | $50 | $2,759-98.2% | $3,082-98.4% | $4,888-99.0% |