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 | $11,804 | $75,935-84.5% | $60,547-80.5% | $125,391-90.6% |
| Participation rate | 71.4% | 76.5%-5.1pp | 68.0%+3.5pp | 83.2%-11.8pp |
| Annual return | 0.00% | -5.38%+5.4pp | 335.64%-335.6pp | 282.22%-282.2pp |
| Employer contribution / active EE | $5,174 | $3,438+50.5% | $2,419+113.9% | $4,866+6.3% |
| Participant deferral / active EE | $3,499 | $4,506-22.4% | $3,328+5.1% | $5,352-34.6% |
| Admin fee / account holder | $72 | $6,768-98.9% | $4,536-98.4% | $9,540-99.2% |