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 7-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 | $13,561 | $138,044-90.2% | $125,339-89.2% | $134,475-89.9% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -20.18% | 750.33%-770.5pp | 572.05%-592.2pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,843 | $5,243-64.9% | $4,814-61.7% | $4,740-61.1% |
| Participant deferral / active EE | $3,113 | $7,799-60.1% | $7,446-58.2% | $6,400-51.4% |
| Admin fee / account holder | $130 | $11,571-98.9% | $10,010-98.7% | $11,426-98.9% |