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 | $9,435 | $131,829-92.8% | $108,579-91.3% | $273,961-96.6% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.6%+6.1pp | 83.0%+2.7pp |
| Annual return | 7.16% | -91.57%+98.7pp | -51.70%+58.9pp | 41.45%-34.3pp |
| Employer contribution / active EE | $1,577 | $4,912-67.9% | $3,758-58.0% | $4,869-67.6% |
| Participant deferral / active EE | $2,541 | $5,127-50.4% | $4,311-41.1% | $5,287-51.9% |
| Admin fee / account holder | $20 | $10,252-99.8% | $7,645-99.7% | $10,132-99.8% |