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 7-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 | $10,216 | $59,805-82.9% | $79,550-87.2% | $68,494-85.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -18.13% | -12.30%-5.8pp | 0.16%-18.3pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,690 | $1,505+12.3% | $2,413-30.0% | $2,596-34.9% |
| Participant deferral / active EE | $2,399 | $3,024-20.7% | $3,985-39.8% | $4,027-40.4% |
| Admin fee / account holder | $8 | $4,835-99.8% | $6,832-99.9% | $5,403-99.9% |