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 | $4,336 | $73,867-94.1% | $143,757-97.0% | $68,494-93.7% |
| Participation rate | 79.2% | 66.7%+12.5pp | 80.3%-1.1pp | 67.9%+11.3pp |
| Annual return | -2.32% | 1.01%-3.3pp | -0.04%-2.3pp | -7.84%+5.5pp |
| Employer contribution / active EE | $525 | $3,184-83.5% | $4,951-89.4% | $2,596-79.8% |
| Participant deferral / active EE | $2,931 | $3,384-13.4% | $5,637-48.0% | $4,027-27.2% |
| Admin fee / account holder | $270 | $5,755-95.3% | $14,673-98.2% | $5,403-95.0% |