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 | $5,658 | $72,492-92.2% | $87,100-93.5% | $72,985-92.2% |
| Participation rate | 94.6% | 72.8%+21.8pp | 76.9%+17.7pp | 69.5%+25.1pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.00%-81.0pp |
| Employer contribution / active EE | $2,032 | $1,894+7.3% | $2,521-19.4% | $2,440-16.7% |
| Participant deferral / active EE | $3,256 | $3,270-0.4% | $4,049-19.6% | $3,607-9.7% |
| Admin fee / account holder | $58 | $5,055-98.9% | $7,497-99.2% | $5,124-98.9% |