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 6-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 | $7,384 | $73,867-90.0% | $143,757-94.9% | $68,494-89.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.44% | 1.01%-18.5pp | -0.04%-17.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $2,627 | $3,184-17.5% | $4,951-46.9% | $2,596+1.2% |
| Participant deferral / active EE | $3,745 | $3,384+10.7% | $5,637-33.6% | $4,027-7.0% |
| Admin fee / account holder | $193 | $5,755-96.7% | $14,673-98.7% | $5,403-96.4% |