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 | $5,831 | $131,829-95.6% | $108,579-94.6% | $273,961-97.9% |
| Participation rate | 77.8% | 83.5%-5.7pp | 79.6%-1.8pp | 83.0%-5.2pp |
| Annual return | 0.00% | -91.57%+91.6pp | -51.70%+51.7pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,336 | $4,912-72.8% | $3,758-64.5% | $4,869-72.6% |
| Participant deferral / active EE | $3,065 | $5,127-40.2% | $4,311-28.9% | $5,287-42.0% |
| Admin fee / account holder | $9 | $10,252-99.9% | $7,645-99.9% | $10,132-99.9% |