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 10-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 | $11,259 | $107,791-89.6% | $90,645-87.6% | $135,375-91.7% |
| Participation rate | 94.1% | 78.0%+16.1pp | 74.0%+20.1pp | 82.6%+11.5pp |
| Annual return | -5.77% | -0.90%-4.9pp | 1.88%-7.7pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,562 | $3,018-48.2% | $2,532-38.3% | $4,779-67.3% |
| Participant deferral / active EE | $2,945 | $3,872-23.9% | $3,425-14.0% | $5,609-47.5% |
| Admin fee / account holder | $41 | $5,930-99.3% | $4,994-99.2% | $10,827-99.6% |