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 | $11,440 | $107,791-89.4% | $90,645-87.4% | $135,375-91.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -9.31% | -0.90%-8.4pp | 1.88%-11.2pp | 519.73%-529.0pp |
| Employer contribution / active EE | $1,641 | $3,018-45.6% | $2,532-35.2% | $4,779-65.7% |
| Participant deferral / active EE | $3,290 | $3,872-15.0% | $3,425-3.9% | $5,609-41.3% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |