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 10-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 | $5,076 | $84,527-94.0% | $67,711-92.5% | $125,391-96.0% |
| Participation rate | 77.8% | 74.8%+3.0pp | 67.5%+10.3pp | 83.2%-5.4pp |
| Annual return | -3.45% | 2.57%-6.0pp | 25.41%-28.9pp | 282.22%-285.7pp |
| Employer contribution / active EE | $737 | $3,292-77.6% | $2,559-71.2% | $4,866-84.9% |
| Participant deferral / active EE | $857 | $4,429-80.6% | $3,585-76.1% | $5,352-84.0% |
| Admin fee / account holder | $79 | $5,340-98.5% | $4,255-98.1% | $9,540-99.2% |