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 8-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 | $5,538 | $43,327-87.2% | $59,878-90.8% | $64,186-91.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 22.94% | -1.55%+24.5pp | 3.46%+19.5pp | 7.63%+15.3pp |
| Employer contribution / active EE | $2,289 | $2,028+12.9% | $2,722-15.9% | $2,381-3.8% |
| Participant deferral / active EE | $1,579 | $2,546-38.0% | $3,402-53.6% | $3,470-54.5% |
| Admin fee / account holder | $49 | $3,005-98.4% | $3,590-98.6% | $4,888-99.0% |