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 | $7,747 | $152,509-94.9% | $117,472-93.4% | $134,475-94.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -18.28% | 52.99%-71.3pp | 29.74%-48.0pp | 417.96%-436.2pp |
| Employer contribution / active EE | $912 | $5,571-83.6% | $4,176-78.2% | $4,740-80.8% |
| Participant deferral / active EE | $2,029 | $4,818-57.9% | $4,070-50.2% | $6,400-68.3% |
| Admin fee / account holder | $34 | $7,004-99.5% | $5,645-99.4% | $11,426-99.7% |