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 6-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 | $7,063 | $142,344-95.0% | $119,609-94.1% | $134,475-94.7% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -14.86% | -12.44%-2.4pp | -14.97%+0.1pp | 417.96%-432.8pp |
| Employer contribution / active EE | $2,584 | $5,222-50.5% | $4,232-38.9% | $4,740-45.5% |
| Participant deferral / active EE | $4,801 | $6,469-25.8% | $5,602-14.3% | $6,400-25.0% |
| Admin fee / account holder | $14 | $13,584-99.9% | $10,323-99.9% | $11,426-99.9% |