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 | $6,161 | $100,754-93.9% | $86,677-92.9% | $134,475-95.4% |
| Participation rate | 77.8% | 78.9%-1.2pp | 76.6%+1.2pp | 81.2%-3.4pp |
| Annual return | -12.59% | 29.04%-41.6pp | 35.91%-48.5pp | 417.96%-430.6pp |
| Employer contribution / active EE | $1,330 | $3,489-61.9% | $2,836-53.1% | $4,740-71.9% |
| Participant deferral / active EE | $3,425 | $5,338-35.8% | $4,656-26.4% | $6,400-46.5% |
| Admin fee / account holder | $43 | $10,926-99.6% | $7,493-99.4% | $11,426-99.6% |