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 9-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 | $6,093 | $87,705-93.1% | $63,517-90.4% | $125,391-95.1% |
| Participation rate | 100.0% | 77.0%+23.0pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -2.70% | 21.70%-24.4pp | -70.30%+67.6pp | 282.22%-284.9pp |
| Employer contribution / active EE | $1,163 | $3,601-67.7% | $2,322-49.9% | $4,866-76.1% |
| Participant deferral / active EE | $2,507 | $3,939-36.4% | $2,953-15.1% | $5,352-53.2% |
| Admin fee / account holder | $31 | $11,948-99.7% | $5,892-99.5% | $9,540-99.7% |