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 | $9,610 | $95,862-90.0% | $79,550-87.9% | $134,475-92.9% |
| Participation rate | 93.3% | 75.0%+18.3pp | 69.5%+23.8pp | 81.2%+12.1pp |
| Annual return | -19.31% | -2.69%-16.6pp | 0.16%-19.5pp | 417.96%-437.3pp |
| Employer contribution / active EE | $634 | $3,128-79.7% | $2,413-73.7% | $4,740-86.6% |
| Participant deferral / active EE | $1,300 | $4,693-72.3% | $3,985-67.4% | $6,400-79.7% |
| Admin fee / account holder | $228 | $9,126-97.5% | $6,832-96.7% | $11,426-98.0% |