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 | $9,058 | $133,958-93.2% | $112,228-91.9% | $134,475-93.3% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.1%+6.8pp | 81.2%+0.6pp |
| Annual return | -19.06% | 47.11%-66.2pp | 27.45%-46.5pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,293 | $4,038-68.0% | $3,635-64.4% | $4,740-72.7% |
| Participant deferral / active EE | $3,079 | $5,291-41.8% | $4,728-34.9% | $6,400-51.9% |
| Admin fee / account holder | $130 | $7,489-98.3% | $6,410-98.0% | $11,426-98.9% |