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 4-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 | $10,193 | $167,484-93.9% | $151,611-93.3% | $134,475-92.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -5.85% | 7.80%-13.6pp | 3.33%-9.2pp | 417.96%-423.8pp |
| Employer contribution / active EE | $4,396 | $6,829-35.6% | $6,166-28.7% | $4,740-7.2% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $27 | $13,783-99.8% | $11,616-99.8% | $11,426-99.8% |