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 | $6,360 | $81,900-92.2% | $119,609-94.7% | $68,494-90.7% |
| Participation rate | 90.2% | 71.9%+18.3pp | 79.3%+10.9pp | 67.9%+22.3pp |
| Annual return | -14.85% | -23.82%+9.0pp | -14.97%+0.1pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,124 | $2,693-58.3% | $4,232-73.4% | $2,596-56.7% |
| Participant deferral / active EE | $1,858 | $4,148-55.2% | $5,602-66.8% | $4,027-53.9% |
| Admin fee / account holder | $234 | $6,582-96.5% | $10,323-97.7% | $5,403-95.7% |