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 4-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 | $8,675 | $73,867-88.3% | $143,757-94.0% | $68,494-87.3% |
| Participation rate | 76.9% | 66.7%+10.3pp | 80.3%-3.4pp | 67.9%+9.0pp |
| Annual return | -6.66% | 1.01%-7.7pp | -0.04%-6.6pp | -7.84%+1.2pp |
| Employer contribution / active EE | $490 | $3,184-84.6% | $4,951-90.1% | $2,596-81.1% |
| Participant deferral / active EE | $1,499 | $3,384-55.7% | $5,637-73.4% | $4,027-62.8% |
| Admin fee / account holder | $149 | $5,755-97.4% | $14,673-99.0% | $5,403-97.2% |