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 5-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 | $6,995 | $92,703-92.5% | $82,719-91.5% | $134,475-94.8% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -12.88% | 944.92%-957.8pp | 701.18%-714.1pp | 417.96%-430.8pp |
| Employer contribution / active EE | $1,188 | $3,274-63.7% | $3,009-60.5% | $4,740-74.9% |
| Participant deferral / active EE | $4,604 | $4,802-4.1% | $4,395+4.8% | $6,400-28.1% |
| Admin fee / account holder | $126 | $5,983-97.9% | $5,329-97.6% | $11,426-98.9% |