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 8-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 | $12,528 | $158,817-92.1% | $121,196-89.7% | $135,375-90.7% |
| Participation rate | 85.7% | 79.3%+6.4pp | 71.7%+14.0pp | 82.6%+3.1pp |
| Annual return | -0.22% | -0.64%+0.4pp | 16.93%-17.2pp | 519.73%-520.0pp |
| Employer contribution / active EE | $1,705 | $5,665-69.9% | $4,022-57.6% | $4,779-64.3% |
| Participant deferral / active EE | $5,541 | $4,005+38.3% | $3,344+65.7% | $5,609-1.2% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |