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 8-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 | $1,101 | $84,402-98.7% | $61,373-98.2% | $134,475-99.2% |
| Participation rate | 92.3% | 62.2%+30.1pp | 52.6%+39.7pp | 81.2%+11.1pp |
| Annual return | -19.34% | 584.55%-603.9pp | 338.61%-357.9pp | 417.96%-437.3pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $1,159-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $567 | $2,819-79.9% | $2,125-73.3% | $6,400-91.1% |
| Admin fee / account holder | $4 | $2,585-99.8% | $2,130-99.8% | $11,426-100.0% |