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 | $12,189 | $82,664-85.3% | $125,339-90.3% | $68,494-82.2% |
| Participation rate | 78.6% | 75.0%+3.5pp | 82.4%-3.8pp | 67.9%+10.7pp |
| Annual return | -16.77% | -5.97%-10.8pp | 572.05%-588.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,732 | $3,381-48.8% | $4,814-64.0% | $2,596-33.3% |
| Participant deferral / active EE | $3,913 | $6,110-36.0% | $7,446-47.4% | $4,027-2.8% |
| Admin fee / account holder | $202 | $6,275-96.8% | $10,010-98.0% | $5,403-96.3% |