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 | $13,982 | $190,805-92.7% | $159,960-91.3% | $134,475-89.6% |
| Participation rate | 72.7% | 81.9%-9.2pp | 78.0%-5.2pp | 81.2%-8.5pp |
| Annual return | -13.68% | 552.23%-565.9pp | 408.60%-422.3pp | 417.96%-431.6pp |
| Employer contribution / active EE | $1,406 | $4,995-71.9% | $4,226-66.7% | $4,740-70.3% |
| Participant deferral / active EE | $3,113 | $6,923-55.0% | $6,182-49.7% | $6,400-51.4% |
| Admin fee / account holder | $127 | $10,471-98.8% | $8,698-98.5% | $11,426-98.9% |