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 | $16,711 | $142,344-88.3% | $119,609-86.0% | $134,475-87.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.94% | -12.44%-5.5pp | -14.97%-3.0pp | 417.96%-435.9pp |
| Employer contribution / active EE | $2,143 | $5,222-59.0% | $4,232-49.4% | $4,740-54.8% |
| Participant deferral / active EE | $3,574 | $6,469-44.8% | $5,602-36.2% | $6,400-44.2% |
| Admin fee / account holder | $81 | $13,584-99.4% | $10,323-99.2% | $11,426-99.3% |