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 | $9,030 | $95,862-90.6% | $79,550-88.6% | $134,475-93.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -20.39% | -2.69%-17.7pp | 0.16%-20.6pp | 417.96%-438.4pp |
| Employer contribution / active EE | $1,588 | $3,128-49.2% | $2,413-34.2% | $4,740-66.5% |
| Participant deferral / active EE | $2,287 | $4,693-51.3% | $3,985-42.6% | $6,400-64.3% |
| Admin fee / account holder | $132 | $9,126-98.6% | $6,832-98.1% | $11,426-98.8% |