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 8-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 | $3,150 | $82,286-96.2% | $68,791-95.4% | $134,475-97.7% |
| Participation rate | 92.9% | 75.1%+17.8pp | 69.0%+23.8pp | 81.2%+11.6pp |
| Annual return | -11.62% | -2.19%-9.4pp | -6.38%-5.2pp | 417.96%-429.6pp |
| Employer contribution / active EE | $744 | $3,301-77.5% | $2,655-72.0% | $4,740-84.3% |
| Participant deferral / active EE | $1,183 | $4,739-75.0% | $3,941-70.0% | $6,400-81.5% |
| Admin fee / account holder | $49 | $6,481-99.3% | $4,932-99.0% | $11,426-99.6% |