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 | $10,333 | $53,162-80.6% | $91,220-88.7% | $68,494-84.9% |
| Participation rate | 98.3% | 63.2%+35.1pp | 73.2%+25.1pp | 67.9%+30.4pp |
| Annual return | -15.35% | -3.14%-12.2pp | 114.01%-129.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $4,275 | $1,709+150.1% | $2,850+50.0% | $2,596+64.7% |
| Participant deferral / active EE | $1,729 | $2,974-41.9% | $4,234-59.2% | $4,027-57.1% |
| Admin fee / account holder | $74 | $4,493-98.3% | $5,420-98.6% | $5,403-98.6% |