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 | $9,001 | $82,664-89.1% | $125,339-92.8% | $68,494-86.9% |
| Participation rate | 97.8% | 75.0%+22.8pp | 82.4%+15.5pp | 67.9%+29.9pp |
| Annual return | -13.15% | -5.97%-7.2pp | 572.05%-585.2pp | -7.84%-5.3pp |
| Employer contribution / active EE | $1,480 | $3,381-56.2% | $4,814-69.3% | $2,596-43.0% |
| Participant deferral / active EE | $6,413 | $6,110+4.9% | $7,446-13.9% | $4,027+59.2% |
| Admin fee / account holder | $44 | $6,275-99.3% | $10,010-99.6% | $5,403-99.2% |