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 | $9,927 | $105,860-90.6% | $90,749-89.1% | $134,475-92.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.76% | -11.01%-7.7pp | -12.16%-6.6pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,609 | $3,462-24.7% | $2,921-10.7% | $4,740-45.0% |
| Participant deferral / active EE | $3,260 | $5,216-37.5% | $4,564-28.6% | $6,400-49.1% |
| Admin fee / account holder | $38 | $13,938-99.7% | $8,445-99.5% | $11,426-99.7% |