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 | $3,165 | $92,703-96.6% | $82,719-96.2% | $134,475-97.6% |
| Participation rate | 77.8% | 75.2%+2.6pp | 72.6%+5.2pp | 81.2%-3.4pp |
| Annual return | -18.86% | 944.92%-963.8pp | 701.18%-720.0pp | 417.96%-436.8pp |
| Employer contribution / active EE | $769 | $3,274-76.5% | $3,009-74.4% | $4,740-83.8% |
| Participant deferral / active EE | $1,209 | $4,802-74.8% | $4,395-72.5% | $6,400-81.1% |
| Admin fee / account holder | $203 | $5,983-96.6% | $5,329-96.2% | $11,426-98.2% |