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 | $13,292 | $113,935-88.3% | $94,224-85.9% | $125,391-89.4% |
| Participation rate | 80.0% | 82.9%-2.9pp | 78.8%+1.2pp | 83.2%-3.2pp |
| Annual return | -2.22% | 5.29%-7.5pp | 10.68%-12.9pp | 282.22%-284.4pp |
| Employer contribution / active EE | $1,870 | $4,727-60.4% | $3,587-47.9% | $4,866-61.6% |
| Participant deferral / active EE | $7,281 | $5,179+40.6% | $4,320+68.5% | $5,352+36.1% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |