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 | $5,904 | $59,805-90.1% | $79,550-92.6% | $68,494-91.4% |
| Participation rate | 80.0% | 61.1%+18.9pp | 69.5%+10.5pp | 67.9%+12.1pp |
| Annual return | -16.81% | -12.30%-4.5pp | 0.16%-17.0pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,099 | $1,505-27.0% | $2,413-54.5% | $2,596-57.7% |
| Participant deferral / active EE | $2,453 | $3,024-18.9% | $3,985-38.4% | $4,027-39.1% |
| Admin fee / account holder | $143 | $4,835-97.0% | $6,832-97.9% | $5,403-97.4% |