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 | $7,016 | $42,894-83.6% | $60,874-88.5% | $68,494-89.8% |
| Participation rate | 93.1% | 66.8%+26.3pp | 73.1%+19.9pp | 67.9%+25.2pp |
| Annual return | -16.78% | -13.98%-2.8pp | 16.90%-33.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,145 | $1,978-42.1% | $2,701-57.6% | $2,596-55.9% |
| Participant deferral / active EE | $1,679 | $2,867-41.4% | $3,817-56.0% | $4,027-58.3% |
| Admin fee / account holder | $281 | $3,101-90.9% | $3,224-91.3% | $5,403-94.8% |