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 | $11,085 | $71,883-84.6% | $86,677-87.2% | $68,494-83.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -15.06% | 3.52%-18.6pp | 35.91%-51.0pp | -7.84%-7.2pp |
| Employer contribution / active EE | $1,200 | $2,173-44.8% | $2,836-57.7% | $2,596-53.8% |
| Participant deferral / active EE | $1,915 | $3,779-49.3% | $4,656-58.9% | $4,027-52.5% |
| Admin fee / account holder | $52 | $6,112-99.1% | $7,493-99.3% | $5,403-99.0% |