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 | $3,009 | $45,863-93.4% | $77,024-96.1% | $68,494-95.6% |
| Participation rate | 97.1% | 55.9%+41.1pp | 67.9%+29.2pp | 67.9%+29.2pp |
| Annual return | -15.78% | 1.72%-17.5pp | 42.32%-58.1pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,047 | $1,650-36.5% | $2,812-62.8% | $2,596-59.7% |
| Participant deferral / active EE | $1,771 | $2,962-40.2% | $4,426-60.0% | $4,027-56.0% |
| Admin fee / account holder | $227 | $3,041-92.5% | $5,425-95.8% | $5,403-95.8% |