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 | $2,528 | $152,509-98.3% | $117,472-97.8% | $134,475-98.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -10.64% | 52.99%-63.6pp | 29.74%-40.4pp | 417.96%-428.6pp |
| Employer contribution / active EE | $732 | $5,571-86.9% | $4,176-82.5% | $4,740-84.6% |
| Participant deferral / active EE | $1,909 | $4,818-60.4% | $4,070-53.1% | $6,400-70.2% |
| Admin fee / account holder | $25 | $7,004-99.6% | $5,645-99.6% | $11,426-99.8% |