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 7-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 | $12,498 | $105,860-88.2% | $90,749-86.2% | $134,475-90.7% |
| Participation rate | 85.7% | 78.2%+7.5pp | 75.7%+10.0pp | 81.2%+4.5pp |
| Annual return | -18.82% | -11.01%-7.8pp | -12.16%-6.7pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,359 | $3,462-60.7% | $2,921-53.5% | $4,740-71.3% |
| Participant deferral / active EE | $2,317 | $5,216-55.6% | $4,564-49.2% | $6,400-63.8% |
| Admin fee / account holder | $78 | $13,938-99.4% | $8,445-99.1% | $11,426-99.3% |