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 | $10,111 | $95,971-89.5% | $74,550-86.4% | $135,375-92.5% |
| Participation rate | 78.6% | 75.7%+2.9pp | 69.1%+9.4pp | 82.6%-4.1pp |
| Annual return | -7.23% | 56.96%-64.2pp | 32.53%-39.8pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,079 | $2,716-60.3% | $1,961-45.0% | $4,779-77.4% |
| Participant deferral / active EE | $1,299 | $3,843-66.2% | $3,108-58.2% | $5,609-76.8% |
| Admin fee / account holder | $132 | $6,522-98.0% | $5,060-97.4% | $10,827-98.8% |