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 5-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 | $6,025 | $53,162-88.7% | $91,220-93.4% | $68,494-91.2% |
| Participation rate | 98.1% | 63.2%+34.9pp | 73.2%+25.0pp | 67.9%+30.3pp |
| Annual return | 19.99% | -3.14%+23.1pp | 114.01%-94.0pp | -7.84%+27.8pp |
| Employer contribution / active EE | $2,906 | $1,709+70.0% | $2,850+2.0% | $2,596+11.9% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $4,234-100.0% | $4,027-100.0% |
| Admin fee / account holder | $105 | $4,493-97.7% | $5,420-98.1% | $5,403-98.1% |