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 | $7,424 | $152,509-95.1% | $117,472-93.7% | $134,475-94.5% |
| Participation rate | 95.0% | 77.1%+17.9pp | 70.6%+24.4pp | 81.2%+13.8pp |
| Annual return | -16.37% | 52.99%-69.4pp | 29.74%-46.1pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,626 | $5,571-70.8% | $4,176-61.1% | $4,740-65.7% |
| Participant deferral / active EE | $2,287 | $4,818-52.5% | $4,070-43.8% | $6,400-64.3% |
| Admin fee / account holder | $111 | $7,004-98.4% | $5,645-98.0% | $11,426-99.0% |