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 | $3,529 | $95,193-96.3% | $76,523-95.4% | $135,375-97.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -0.42% | 4.85%-5.3pp | -0.27%-0.2pp | 519.73%-520.2pp |
| Employer contribution / active EE | $1,129 | $3,302-65.8% | $2,647-57.4% | $4,779-76.4% |
| Participant deferral / active EE | $1,100 | $4,639-76.3% | $3,835-71.3% | $5,609-80.4% |
| Admin fee / account holder | $56 | $6,249-99.1% | $4,848-98.8% | $10,827-99.5% |