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 | $2,724 | $92,703-97.1% | $82,719-96.7% | $134,475-98.0% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -20.39% | 944.92%-965.3pp | 701.18%-721.6pp | 417.96%-438.4pp |
| Employer contribution / active EE | $322 | $3,274-90.2% | $3,009-89.3% | $4,740-93.2% |
| Participant deferral / active EE | $979 | $4,802-79.6% | $4,395-77.7% | $6,400-84.7% |
| Admin fee / account holder | $150 | $5,983-97.5% | $5,329-97.2% | $11,426-98.7% |