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 8-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 | $10,420 | $158,817-93.4% | $121,196-91.4% | $135,375-92.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | 0.81% | -0.64%+1.4pp | 16.93%-16.1pp | 519.73%-518.9pp |
| Employer contribution / active EE | $2,627 | $5,665-53.6% | $4,022-34.7% | $4,779-45.0% |
| Participant deferral / active EE | $2,640 | $4,005-34.1% | $3,344-21.1% | $5,609-52.9% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |