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 | $5,891 | $47,944-87.7% | $67,834-91.3% | $62,891-90.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 5.59% | 11.77%-6.2pp | 138.47%-132.9pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,351 | $1,562-13.5% | $2,403-43.8% | $2,281-40.8% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $70 | $3,712-98.1% | $4,622-98.5% | $4,296-98.4% |