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 6-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 | $5,115 | $54,350-90.6% | $82,719-93.8% | $68,494-92.5% |
| Participation rate | 85.4% | 63.9%+21.5pp | 72.6%+12.9pp | 67.9%+17.5pp |
| Annual return | -2.66% | -13.67%+11.0pp | 701.18%-703.8pp | -7.84%+5.2pp |
| Employer contribution / active EE | $1,144 | $2,218-48.4% | $3,009-62.0% | $2,596-55.9% |
| Participant deferral / active EE | $1,506 | $3,246-53.6% | $4,395-65.7% | $4,027-62.6% |
| Admin fee / account holder | $237 | $4,395-94.6% | $5,329-95.6% | $5,403-95.6% |