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 | $8,560 | $112,300-92.4% | $90,223-90.5% | $125,391-93.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | 0.00% | -0.57%+0.6pp | 1.31%-1.3pp | 282.22%-282.2pp |
| Employer contribution / active EE | $2,954 | $5,181-43.0% | $4,378-32.5% | $4,866-39.3% |
| Participant deferral / active EE | $5,723 | $6,733-15.0% | $5,792-1.2% | $5,352+6.9% |
| Admin fee / account holder | $0 | $10,990-100.0% | $7,406-100.0% | $9,540-100.0% |