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 | $8,171 | $73,004-88.8% | $90,749-91.0% | $68,494-88.1% |
| Participation rate | 87.5% | 70.8%+16.7pp | 75.7%+11.8pp | 67.9%+19.6pp |
| Annual return | -15.96% | -13.81%-2.2pp | -12.16%-3.8pp | -7.84%-8.1pp |
| Employer contribution / active EE | $944 | $2,193-56.9% | $2,921-67.7% | $2,596-63.6% |
| Participant deferral / active EE | $1,842 | $3,627-49.2% | $4,564-59.6% | $4,027-54.3% |
| Admin fee / account holder | $296 | $5,896-95.0% | $8,445-96.5% | $5,403-94.5% |