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 | $9,167 | $90,519-89.9% | $93,789-90.2% | $134,475-93.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -11.60% | -15.72%+4.1pp | -11.33%-0.3pp | 417.96%-429.6pp |
| Employer contribution / active EE | $6,240 | $4,343+43.7% | $4,323+44.4% | $4,740+31.6% |
| Participant deferral / active EE | $0 | $5,978-100.0% | $6,094-100.0% | $6,400-100.0% |
| Admin fee / account holder | $176 | $9,252-98.1% | $7,195-97.6% | $11,426-98.5% |