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 10-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 | $6,407 | $59,805-89.3% | $79,550-91.9% | $68,494-90.6% |
| Participation rate | 90.5% | 61.1%+29.4pp | 69.5%+21.0pp | 67.9%+22.6pp |
| Annual return | -15.89% | -12.30%-3.6pp | 0.16%-16.1pp | -7.84%-8.0pp |
| Employer contribution / active EE | $447 | $1,505-70.3% | $2,413-81.5% | $2,596-82.8% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,027-100.0% |
| Admin fee / account holder | $206 | $4,835-95.7% | $6,832-97.0% | $5,403-96.2% |