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 | $14,539 | $129,942-88.8% | $104,294-86.1% | $134,475-89.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -14.12% | 42.03%-56.2pp | 24.61%-38.7pp | 417.96%-432.1pp |
| Employer contribution / active EE | $925 | $4,184-77.9% | $3,372-72.6% | $4,740-80.5% |
| Participant deferral / active EE | $1,833 | $5,588-67.2% | $4,625-60.4% | $6,400-71.4% |
| Admin fee / account holder | $96 | $9,323-99.0% | $7,339-98.7% | $11,426-99.2% |