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 | $8,929 | $53,162-83.2% | $91,220-90.2% | $68,494-87.0% |
| Participation rate | 83.3% | 63.2%+20.1pp | 73.2%+10.1pp | 67.9%+15.4pp |
| Annual return | -14.65% | -3.14%-11.5pp | 114.01%-128.7pp | -7.84%-6.8pp |
| Employer contribution / active EE | $995 | $1,709-41.8% | $2,850-65.1% | $2,596-61.7% |
| Participant deferral / active EE | $1,312 | $2,974-55.9% | $4,234-69.0% | $4,027-67.4% |
| Admin fee / account holder | $243 | $4,493-94.6% | $5,420-95.5% | $5,403-95.5% |