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 6-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 | $10,069 | $73,004-86.2% | $90,749-88.9% | $68,494-85.3% |
| Participation rate | 89.3% | 70.8%+18.5pp | 75.7%+13.6pp | 67.9%+21.4pp |
| Annual return | -12.48% | -13.81%+1.3pp | -12.16%-0.3pp | -7.84%-4.6pp |
| Employer contribution / active EE | $2,170 | $2,193-1.1% | $2,921-25.7% | $2,596-16.4% |
| Participant deferral / active EE | $4,125 | $3,627+13.7% | $4,564-9.6% | $4,027+2.4% |
| Admin fee / account holder | $123 | $5,896-97.9% | $8,445-98.5% | $5,403-97.7% |