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 5-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 | $6,262 | $53,162-88.2% | $91,220-93.1% | $68,494-90.9% |
| Participation rate | 90.8% | 63.2%+27.6pp | 73.2%+17.6pp | 67.9%+22.9pp |
| Annual return | -17.59% | -3.14%-14.4pp | 114.01%-131.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $580 | $1,709-66.1% | $2,850-79.6% | $2,596-77.6% |
| Participant deferral / active EE | $2,820 | $2,974-5.2% | $4,234-33.4% | $4,027-30.0% |
| Admin fee / account holder | $275 | $4,493-93.9% | $5,420-94.9% | $5,403-94.9% |