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 | $11,108 | $107,791-89.7% | $90,645-87.7% | $135,375-91.8% |
| Participation rate | 71.4% | 78.0%-6.6pp | 74.0%-2.6pp | 82.6%-11.2pp |
| Annual return | -8.33% | -0.90%-7.4pp | 1.88%-10.2pp | 519.73%-528.1pp |
| Employer contribution / active EE | $428 | $3,018-85.8% | $2,532-83.1% | $4,779-91.1% |
| Participant deferral / active EE | $480 | $3,872-87.6% | $3,425-86.0% | $5,609-91.5% |
| Admin fee / account holder | $111 | $5,930-98.1% | $4,994-97.8% | $10,827-99.0% |