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 | $5,405 | $99,032-94.5% | $80,019-93.2% | $135,375-96.0% |
| Participation rate | 95.2% | 78.4%+16.9pp | 75.8%+19.4pp | 82.6%+12.6pp |
| Annual return | -4.77% | 15.39%-20.2pp | 11.22%-16.0pp | 519.73%-524.5pp |
| Employer contribution / active EE | $930 | $3,043-69.5% | $2,468-62.3% | $4,779-80.5% |
| Participant deferral / active EE | $2,780 | $4,282-35.1% | $3,686-24.6% | $5,609-50.4% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |