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 | $13,033 | $158,817-91.8% | $121,196-89.2% | $135,375-90.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -5.57% | -0.64%-4.9pp | 16.93%-22.5pp | 519.73%-525.3pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,057 | $4,005-23.7% | $3,344-8.6% | $5,609-45.5% |
| Admin fee / account holder | $186 | $6,512-97.1% | $5,019-96.3% | $10,827-98.3% |