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 6-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 | $4,437 | $42,894-89.7% | $60,874-92.7% | $68,494-93.5% |
| Participation rate | 95.2% | 66.8%+28.4pp | 73.1%+22.1pp | 67.9%+27.3pp |
| Annual return | -13.85% | -13.98%+0.1pp | 16.90%-30.7pp | -7.84%-6.0pp |
| Employer contribution / active EE | $1,722 | $1,978-13.0% | $2,701-36.3% | $2,596-33.7% |
| Participant deferral / active EE | $929 | $2,867-67.6% | $3,817-75.7% | $4,027-76.9% |
| Admin fee / account holder | $204 | $3,101-93.4% | $3,224-93.7% | $5,403-96.2% |