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 | $12,166 | $86,699-86.0% | $73,307-83.4% | $125,391-90.3% |
| Participation rate | 85.7% | 78.6%+7.1pp | 74.9%+10.8pp | 83.2%+2.5pp |
| Annual return | -1.67% | 2.78%-4.5pp | 5.67%-7.3pp | 282.22%-283.9pp |
| Employer contribution / active EE | $1,680 | $4,152-59.5% | $3,237-48.1% | $4,866-65.5% |
| Participant deferral / active EE | $4,636 | $5,550-16.5% | $4,991-7.1% | $5,352-13.4% |
| Admin fee / account holder | $0 | $7,771-100.0% | $5,637-100.0% | $9,540-100.0% |