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 | $5,602 | $43,327-87.1% | $59,878-90.6% | $64,186-91.3% |
| Participation rate | 90.5% | 69.2%+21.3pp | 74.7%+15.8pp | 69.6%+20.9pp |
| Annual return | 5.70% | -1.55%+7.2pp | 3.46%+2.2pp | 7.63%-1.9pp |
| Employer contribution / active EE | $644 | $2,028-68.2% | $2,722-76.3% | $2,381-72.9% |
| Participant deferral / active EE | $1,455 | $2,546-42.8% | $3,402-57.2% | $3,470-58.1% |
| Admin fee / account holder | $47 | $3,005-98.4% | $3,590-98.7% | $4,888-99.0% |