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 | $4,136 | $105,860-96.1% | $90,749-95.4% | $134,475-96.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -20.18% | -11.01%-9.2pp | -12.16%-8.0pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,136 | $3,462-67.2% | $2,921-61.1% | $4,740-76.0% |
| Participant deferral / active EE | $1,723 | $5,216-67.0% | $4,564-62.3% | $6,400-73.1% |
| Admin fee / account holder | $30 | $13,938-99.8% | $8,445-99.6% | $11,426-99.7% |