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 7-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 | $17,091 | $167,307-89.8% | $143,757-88.1% | $134,475-87.3% |
| Participation rate | 82.4% | 84.8%-2.5pp | 80.3%+2.0pp | 81.2%+1.1pp |
| Annual return | -16.40% | 0.46%-16.9pp | -0.04%-16.4pp | 417.96%-434.4pp |
| Employer contribution / active EE | $1,912 | $5,619-66.0% | $4,951-61.4% | $4,740-59.7% |
| Participant deferral / active EE | $2,500 | $6,446-61.2% | $5,637-55.7% | $6,400-60.9% |
| Admin fee / account holder | $107 | $18,088-99.4% | $14,673-99.3% | $11,426-99.1% |