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 | $7,944 | $133,958-94.1% | $112,228-92.9% | $134,475-94.1% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -19.91% | 47.11%-67.0pp | 27.45%-47.4pp | 417.96%-437.9pp |
| Employer contribution / active EE | $2,857 | $4,038-29.2% | $3,635-21.4% | $4,740-39.7% |
| Participant deferral / active EE | $4,931 | $5,291-6.8% | $4,728+4.3% | $6,400-22.9% |
| Admin fee / account holder | $55 | $7,489-99.3% | $6,410-99.1% | $11,426-99.5% |