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 | $10,738 | $167,307-93.6% | $143,757-92.5% | $134,475-92.0% |
| Participation rate | 78.6% | 84.8%-6.2pp | 80.3%-1.7pp | 81.2%-2.7pp |
| Annual return | -18.49% | 0.46%-19.0pp | -0.04%-18.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,463 | $5,619-56.2% | $4,951-50.3% | $4,740-48.0% |
| Participant deferral / active EE | $3,839 | $6,446-40.4% | $5,637-31.9% | $6,400-40.0% |
| Admin fee / account holder | $278 | $18,088-98.5% | $14,673-98.1% | $11,426-97.6% |