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 | $7,895 | $73,867-89.3% | $143,757-94.5% | $68,494-88.5% |
| Participation rate | 83.1% | 66.7%+16.5pp | 80.3%+2.8pp | 67.9%+15.3pp |
| Annual return | 11.34% | 1.01%+10.3pp | -0.04%+11.4pp | -7.84%+19.2pp |
| Employer contribution / active EE | $1,153 | $3,184-63.8% | $4,951-76.7% | $2,596-55.6% |
| Participant deferral / active EE | $2,070 | $3,384-38.8% | $5,637-63.3% | $4,027-48.6% |
| Admin fee / account holder | $30 | $5,755-99.5% | $14,673-99.8% | $5,403-99.4% |