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 | $5,124 | $54,726-90.6% | $68,793-92.6% | $64,186-92.0% |
| Participation rate | 96.3% | 68.0%+28.3pp | 72.2%+24.1pp | 69.6%+26.7pp |
| Annual return | -5.27% | -1.62%-3.7pp | -4.63%-0.6pp | 7.63%-12.9pp |
| Employer contribution / active EE | $3,631 | $1,846+96.7% | $2,625+38.3% | $2,381+52.5% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $4,027-100.0% | $5,131-100.0% | $4,888-100.0% |