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 | $3,536 | $82,286-95.7% | $68,791-94.9% | $134,475-97.4% |
| Participation rate | 87.5% | 75.1%+12.4pp | 69.0%+18.5pp | 81.2%+6.3pp |
| Annual return | -19.17% | -2.19%-17.0pp | -6.38%-12.8pp | 417.96%-437.1pp |
| Employer contribution / active EE | $709 | $3,301-78.5% | $2,655-73.3% | $4,740-85.0% |
| Participant deferral / active EE | $1,420 | $4,739-70.0% | $3,941-64.0% | $6,400-77.8% |
| Admin fee / account holder | $205 | $6,481-96.8% | $4,932-95.8% | $11,426-98.2% |