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 | $8,351 | $54,229-84.6% | $70,092-88.1% | $68,494-87.8% |
| Participation rate | 88.5% | 64.5%+24.0pp | 70.5%+18.0pp | 67.9%+20.6pp |
| Annual return | -10.82% | -13.87%+3.0pp | 190.73%-201.6pp | -7.84%-3.0pp |
| Employer contribution / active EE | $1,486 | $2,018-26.4% | $2,559-41.9% | $2,596-42.8% |
| Participant deferral / active EE | $2,718 | $2,956-8.0% | $3,849-29.4% | $4,027-32.5% |
| Admin fee / account holder | $238 | $4,694-94.9% | $6,267-96.2% | $5,403-95.6% |