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 8-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 | $17,832 | $73,004-75.6% | $90,749-80.4% | $68,494-74.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -15.86% | -13.81%-2.0pp | -12.16%-3.7pp | -7.84%-8.0pp |
| Employer contribution / active EE | $4,210 | $2,193+92.0% | $2,921+44.1% | $2,596+62.2% |
| Participant deferral / active EE | $3,345 | $3,627-7.8% | $4,564-26.7% | $4,027-16.9% |
| Admin fee / account holder | $241 | $5,896-95.9% | $8,445-97.1% | $5,403-95.5% |