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 10-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 | $3,856 | $49,177-92.2% | $79,464-95.1% | $64,186-94.0% |
| Participation rate | 88.0% | 65.0%+23.0pp | 73.3%+14.7pp | 69.6%+18.4pp |
| Annual return | -5.59% | -1.16%-4.4pp | 718.14%-723.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,021 | $2,076-50.8% | $2,800-63.5% | $2,381-57.1% |
| Participant deferral / active EE | $1,997 | $2,821-29.2% | $3,704-46.1% | $3,470-42.4% |
| Admin fee / account holder | $238 | $3,839-93.8% | $5,113-95.4% | $4,888-95.1% |