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 8-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 | $14,380 | $138,044-89.6% | $125,339-88.5% | $134,475-89.3% |
| Participation rate | 76.9% | 84.5%-7.6pp | 82.4%-5.4pp | 81.2%-4.3pp |
| Annual return | -18.74% | 750.33%-769.1pp | 572.05%-590.8pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,357 | $5,243-74.1% | $4,814-71.8% | $4,740-71.4% |
| Participant deferral / active EE | $3,218 | $7,799-58.7% | $7,446-56.8% | $6,400-49.7% |
| Admin fee / account holder | $233 | $11,571-98.0% | $10,010-97.7% | $11,426-98.0% |