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 | $4,677 | $53,162-91.2% | $91,220-94.9% | $68,494-93.2% |
| Participation rate | 82.1% | 63.2%+18.9pp | 73.2%+8.9pp | 67.9%+14.3pp |
| Annual return | -0.62% | -3.14%+2.5pp | 114.01%-114.6pp | -7.84%+7.2pp |
| Employer contribution / active EE | $860 | $1,709-49.7% | $2,850-69.8% | $2,596-66.9% |
| Participant deferral / active EE | $2,081 | $2,974-30.0% | $4,234-50.9% | $4,027-48.3% |
| Admin fee / account holder | $4 | $4,493-99.9% | $5,420-99.9% | $5,403-99.9% |