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 | $16,262 | $95,971-83.1% | $74,550-78.2% | $135,375-88.0% |
| Participation rate | 87.5% | 75.7%+11.8pp | 69.1%+18.4pp | 82.6%+4.9pp |
| Annual return | -7.14% | 56.96%-64.1pp | 32.53%-39.7pp | 519.73%-526.9pp |
| Employer contribution / active EE | $2,415 | $2,716-11.1% | $1,961+23.2% | $4,779-49.5% |
| Participant deferral / active EE | $2,625 | $3,843-31.7% | $3,108-15.5% | $5,609-53.2% |
| Admin fee / account holder | $25 | $6,522-99.6% | $5,060-99.5% | $10,827-99.8% |