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 5-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 | $7,691 | $64,707-88.1% | $112,228-93.1% | $68,494-88.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -15.77% | -11.40%-4.4pp | 27.45%-43.2pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,571 | $2,746-42.8% | $3,635-56.8% | $2,596-39.5% |
| Participant deferral / active EE | $2,693 | $3,565-24.5% | $4,728-43.1% | $4,027-33.1% |
| Admin fee / account holder | $73 | $5,232-98.6% | $6,410-98.9% | $5,403-98.6% |