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 7-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 | $6,618 | $59,805-88.9% | $79,550-91.7% | $68,494-90.3% |
| Participation rate | 86.7% | 61.1%+25.6pp | 69.5%+17.2pp | 67.9%+18.8pp |
| Annual return | -17.37% | -12.30%-5.1pp | 0.16%-17.5pp | -7.84%-9.5pp |
| Employer contribution / active EE | $623 | $1,505-58.6% | $2,413-74.2% | $2,596-76.0% |
| Participant deferral / active EE | $1,383 | $3,024-54.3% | $3,985-65.3% | $4,027-65.7% |
| Admin fee / account holder | $133 | $4,835-97.3% | $6,832-98.1% | $5,403-97.5% |