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 | $9,212 | $92,222-90.0% | $76,768-88.0% | $135,375-93.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -3.15% | 5.46%-8.6pp | 2.43%-5.6pp | 519.73%-522.9pp |
| Employer contribution / active EE | $4,507 | $3,216+40.1% | $2,485+81.3% | $4,779-5.7% |
| Participant deferral / active EE | $0 | $4,509-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $47 | $10,748-99.6% | $6,675-99.3% | $10,827-99.6% |