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 | $9,940 | $133,958-92.6% | $112,228-91.1% | $134,475-92.6% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -8.32% | 47.11%-55.4pp | 27.45%-35.8pp | 417.96%-426.3pp |
| Employer contribution / active EE | $1,578 | $4,038-60.9% | $3,635-56.6% | $4,740-66.7% |
| Participant deferral / active EE | $4,311 | $5,291-18.5% | $4,728-8.8% | $6,400-32.6% |
| Admin fee / account holder | $11 | $7,489-99.9% | $6,410-99.8% | $11,426-99.9% |