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 | $1,119 | $107,791-99.0% | $90,645-98.8% | $135,375-99.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -4.94% | -0.90%-4.0pp | 1.88%-6.8pp | 519.73%-524.7pp |
| Employer contribution / active EE | $564 | $3,018-81.3% | $2,532-77.7% | $4,779-88.2% |
| Participant deferral / active EE | $845 | $3,872-78.2% | $3,425-75.3% | $5,609-84.9% |
| Admin fee / account holder | $4 | $5,930-99.9% | $4,994-99.9% | $10,827-100.0% |