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 9-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 | $11,223 | $95,971-88.3% | $74,550-84.9% | $135,375-91.7% |
| Participation rate | 90.9% | 75.7%+15.3pp | 69.1%+21.8pp | 82.6%+8.3pp |
| Annual return | -8.83% | 56.96%-65.8pp | 32.53%-41.4pp | 519.73%-528.6pp |
| Employer contribution / active EE | $655 | $2,716-75.9% | $1,961-66.6% | $4,779-86.3% |
| Participant deferral / active EE | $2,333 | $3,843-39.3% | $3,108-25.0% | $5,609-58.4% |
| Admin fee / account holder | $104 | $6,522-98.4% | $5,060-98.0% | $10,827-99.0% |