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 | $12,379 | $81,900-84.9% | $119,609-89.7% | $68,494-81.9% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -16.13% | -23.82%+7.7pp | -14.97%-1.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,348 | $2,693-49.9% | $4,232-68.1% | $2,596-48.1% |
| Participant deferral / active EE | $3,544 | $4,148-14.5% | $5,602-36.7% | $4,027-12.0% |
| Admin fee / account holder | $90 | $6,582-98.6% | $10,323-99.1% | $5,403-98.3% |