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 7-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 | $4,864 | $92,703-94.8% | $82,719-94.1% | $134,475-96.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.94% | 944.92%-956.9pp | 701.18%-713.1pp | 417.96%-429.9pp |
| Employer contribution / active EE | $1,308 | $3,274-60.0% | $3,009-56.5% | $4,740-72.4% |
| Participant deferral / active EE | $2,145 | $4,802-55.3% | $4,395-51.2% | $6,400-66.5% |
| Admin fee / account holder | $59 | $5,983-99.0% | $5,329-98.9% | $11,426-99.5% |