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 | $7,155 | $92,222-92.2% | $76,768-90.7% | $135,375-94.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.91% | 5.46%-13.4pp | 2.43%-10.3pp | 519.73%-527.6pp |
| Employer contribution / active EE | $764 | $3,216-76.3% | $2,485-69.3% | $4,779-84.0% |
| Participant deferral / active EE | $5,394 | $4,509+19.6% | $3,852+40.0% | $5,609-3.8% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |