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 | $17,226 | $64,707-73.4% | $112,228-84.7% | $68,494-74.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -17.95% | -11.40%-6.5pp | 27.45%-45.4pp | -7.84%-10.1pp |
| Employer contribution / active EE | $5,176 | $2,746+88.5% | $3,635+42.4% | $2,596+99.4% |
| Participant deferral / active EE | $2,745 | $3,565-23.0% | $4,728-41.9% | $4,027-31.8% |
| Admin fee / account holder | $65 | $5,232-98.8% | $6,410-99.0% | $5,403-98.8% |